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


To: Kashish King who wrote (8522)3/25/1998 11:59:00 AM
From: Haim R. Branisteanu  Respond to of 64865
 
Rod, MSFT is highly misunderstood on WS. Correctly MSFT mentioned that their growth rate will slow. The WS Geeks do not understand that a lot of inventory was cleared out at bargain prices by CPQ and others just to get rid of MMX boxes. Therefore the betteer performance of MSFT, their software is pre-loaded and are paid with the clearance of inventory.

INTC is the forward looking entity as far as PC sales are concerned, and they are slowing in growth rate. As a result MSFT growth in selling software will slow and they said so.

As to SUNW I went short this morning at 45 15/16 and covered bit to early. The stock price is not behaving as if SUNW will be a winner From a TA point of view, the 45 1/4 level should be holding and it is not!!

So I am quite confused as to SUNW stock price performance.Will wait for a pull back. No position in SUNW for now but tempted to go short for a 1 to 2 point dip.

BWDIK

Haim