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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Byron Xiao who wrote (8261)	3/11/1998 3:16:00 PM
From: Pierre Aydin	Respond to of 64865

I think BAY is a good buy. Pierre

To: Byron Xiao who wrote (8261)	3/11/1998 3:40:00 PM
From: Kal	Read Replies (1) \| Respond to of 64865

Why not consider y2k stocks: my favorites: imrs, kea, synt, tava I've been getting over 30% monthly on some of them.

To: Byron Xiao who wrote (8261)	3/11/1998 3:51:00 PM
From: xiangheng xu	Respond to of 64865

All the problems that the market are facing are perceived to be short-term problems. As such, they are ignored. Remember short term problems can never stop the advance of a bull market. I would recommend cpq amat

To: Byron Xiao who wrote (8261)	3/11/1998 4:07:00 PM
From: Haim R. Branisteanu	Respond to of 64865

Byron, we are heading into a correction by next week so do not get to pissed <gggg> Haim

To: Byron Xiao who wrote (8261)	3/11/1998 4:58:00 PM
From: chapter11	Read Replies (3) \| Respond to of 64865

Relax... Addi's reason was that the full impact of the Asian problem may not have been accounted for yet. This point of view has not been dismissed yet as far as I know. My wife works for the WorldBank and I can tell you that the economic problems in Asia are very serious and there is doubt that the IMF's intervention will help. We are talking about millions of people who are right now experiencing a drastic lowering of their standards of living and many companies in financial difficulty. If even only short term confidence in the tech sector is altered here in the US, we already know how hard and unfairly SUN will be hit...

To: Byron Xiao who wrote (8261)	3/11/1998 10:47:00 PM
From: Bill Oegerle	Read Replies (1) \| Respond to of 64865

Byron, >> "I am just pissed that I followed Addi's direction and sold >> most of my stocks..." Huh?? Are you kidding me? First of all, I was just getting ready to post a message congratulating Addi for a great market call (in SUNW). I am a long-term SUNW holder (bought in at $10/sh in 1995) and I just dont seem to have the ability to call these short term swings. I wish I had the nerve to bail out at $46.5 like Addi called it, and bought back in at $38. Great call, Addi.... As for you Byron, I am am amazed that you would "follow" anyone's direction on a stock bulletin board, unless you completely agreed with them. If so, then the call is "yours", and you cannot be pissed at anyone except yourself if the market goes the wrong way. Grow up, and please extend an apology to Addi. -Bill

To: Byron Xiao who wrote (8261)	3/11/1998 11:23:00 PM
From: tiquer	Respond to of 64865

Give me a break Brian... First you say your pissed, then you say.. give me direction... Make your own decisions.. Roger

To: Byron Xiao who wrote (8261)	3/12/1998 2:27:00 AM
From: uu	Read Replies (4) \| Respond to of 64865

Byron: > where is Addi? I just got back from a business trip from cold cold cold cold Madison Wisconsin! My ears are still red from the cold! And I can not believe I used to live in midwest (Minneapolis) for over 10 years before my move to Californis 10 years ago. No where - and let me be specific on this: absolutely no where - is like Silicon Valley, California (despite the scary earth quake)!! > CSCO, BAY, ASND. Which one would you buy? ASND will be my number one choice as I believe they will beat the estimates and will forcast a strong couple of next quarters. Netwroking stocks maybe the only high techs that may not be hit as much as the rest of the high techs in the sell off that I anticipate to take place sometime by the end of May. > I am just pissed that I followed Addi's direction to sell most of my stocks and get into 85% cash position now. With all due respect to you, I feel above is an absolute unfair statement. I do not recall forcing or even asking you to sell your stocks! I simply stated what I believed to be the case and what my strategy would be for the next couple of months based on my own belief of a dramatic sell off of high techs. So please do not blame it on me or for that matter anyone else. As I said for the past 6-7 years this is the first time ever that I have not been 100% in stocks, and believe me it is a very strange feeling. But fundamentals are simply not there to justify these extreme high valuations. > So Addi, if you are out there, tell us when will you get back in? Again this is just my humble opinion: I will not get back in the market until all earnings for Q1 are out and most likely not by the end of May. Menatime on any sell off if the high tech stocks hit the prices I want to buy them I will do so (e.g. in the case of SUNW at $33-$38). If Q1 earnings do come out OK (a very highly improbable - if not impossible - case) I will get back in the stocks again, and I do not mind paying more for them because at that time I feel much more comfortable with the fundamentals. But right now based on fundamentals there is no way I can convince myself to buy any high tech stock. Regards, Addi Jamshidi