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

To: Haim R. Branisteanu who wrote (9155)	4/17/1998 12:33:00 PM
From: High-Tech East	Read Replies (2) \| Respond to of 64865

Haim I will stop the sarcasm. I apologize. Looking back at your recent 'posts' on SI, you appear to be bright, informed and articulate. You have a totally different investment style than I do, so maybe that is why we see things so differently. I only use TA as part of my view of the investment landscape. I am not a trader, and I have not sold short. My view of SUNW is that by 2003 to 2010, it has a more than fair chance to be the most highly capitalized stock in the world. I may be wrong, but I believe that. I have bet on it heavily, so I better believe it. Please help me understand your viewpoint. 1) On 03/27/98, you said that you entered at 41 - meaning you bought SUNW at 41, I assume. Previously and not long before, you had stated that you did not own any SUNW. Today, you said you closed your position at 42 for a profit ..... "quite decent." 2) We went back and forth yesterday about a 500 million dollar contact over five years and if it was "a big deal" or not. If SUNW is a 10 billion dollar company and the contract amounts to 100 million per year or 1% of sales, then what is a big deal could be argued either way. We are just talking numbers in this case, although a 1/2 billion dollar contract with the US Post Office (including Java) will certainly be noticed on Wall Street and could lead to other great deals with other US government agencies and other governments around the world. 3) I do not understand how buying for 41 and selling for 42 is "quite decent," while a 1/2 billion dollar contract is "not a big deal." We view these events, unless I have totally misunderstood something, completely differently. $100 million a year for 5 years is, in my view, important, while selling SUNW at a gross profit of $1 per share is not. Please believe me, I am not trying to ridicule or laugh at you. I simply do not understand why you do not view these two events the same as I do. Respectfully, Ken Wilson