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

To: uu who wrote (8279)	3/12/1998 8:43:00 AM
From: Jean M. Gauthier	Respond to of 64865

Excellent analysis.. I agree mostly with you, the're have been too many warnings about shortfalls in profits at really BIG players. Computer stock investing is really tough. Take care Jean

To: uu who wrote (8279)	3/12/1998 12:37:00 PM
From: LevelHeaded	Read Replies (1) \| Respond to of 64865

Addi: I have been lurking on this thread for a few months now. You sir, are truly a gentleman!

To: uu who wrote (8279)	3/12/1998 4:41:00 PM
From: Byron Xiao	Read Replies (1) \| Respond to of 64865

Addi. I didn't mean to critizice you for my action. The reason why I sold my shares was because I happened to agree with you at the time of the sales. I am not so sure about now, since the techs are holding pretty well after some earning warnings by INTC, MOT, CPQ last week. I am just not sure what to do now with all the cash I have. I would like to invest but am afraid to get burned. But if tech is going to establish new highs, I don't want to miss the boat either. So I am trying to find some undervalue stocks to put some money in now. But I haven't been successful. Someone recommend Y2K stocks, I just wasn't really comfortable with that. I mean I could invest in RMS Titanic, it went from 38 cents to $2 after the movie Titanic came out. But what if Titanicmania died down in 6 months, 1 year, what will happen to RMS Titanic? That's the same problem I see with Y2K stocks.

To: uu who wrote (8279)	3/12/1998 8:40:00 PM
From: micromike	Read Replies (2) \| Respond to of 64865

Addi it sure looks like your Asia call is right on. I'll nominate you for a analyst position if the techs sell of in the next few days. I know you hate them but it sure looks like you know a lot more than them :-). Oracle Beats Wall Street Estimates techweb.com Asia-Pacific sales, however, plummeted 12 percent. The company blamed weak Asian currencies. "Without the impact of currency exchange, worldwide revenue growth would have been 33 percent," Oracle said. --- Asia strikes Nat Semi www5.zdnet.com Analysts said National's third quarter results would be the first real indicator of how American hardware manufacturers would do following the economic turmoil and extreme currency fluctuations in Asia. --- The question is now what will the bulls do ignore this or will the bears take over. What will all these analyst have to say now. Addi, if you are correct and Sun nose dives in the coming weeks I think I'll have to send you a six pack of Canadian beer just for the hell of it. Either way your investment advice is very good. JMHO Mike