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

To: Dale J. who wrote (12052)	11/25/1998 12:55:00 PM
From: Mike Milde	Read Replies (2) \| Respond to of 64865

I wouldn't argue if you wanted to be short simply because there has been a run up on good news. What bugs me is that Sun is an excellent long term investment. How do you know when to cover your short position? (I've been long-term long for years now). Mike

To: Dale J. who wrote (12052)	11/25/1998 12:55:00 PM
From: uu	Read Replies (1) \| Respond to of 64865

Dale: > Now there are two short sellers. The longs are not going to like that. On the contrary I personally like that very much! SUNW's fair value maybe at around $70-80/shr at this time, but thanks to people such as yourself the stock will be in the $100 range sooner than everyone thinks! In the words of Ross Perot, have you started hearing that giant sucking sound of Squeeze yet? No need to answer since obviously your ears are not hearing well. Regards, Addi Jamshidi

To: Dale J. who wrote (12052)	11/25/1998 4:08:00 PM
From: treetopflier	Read Replies (2) \| Respond to of 64865

I see you are still taunting the SUNW thread Dale. Well, we'll enjoy returning the favor when it closes over $100. You see we've been languishing for the past two years while crappy OS companies like MSFT traded at 60x and pissant PC companies like DELL traded at 60x. We watched SUNW decline from the mid-$50s to the mid $30s on revenue fears during the fall, only to have SUNW deliver on its numbers, unlike HP and others. We've watched it deliver on promise after promise for the past 10 years and finally it is getting the recognition that a lot of other OS/HW wannabees have been getting for a LONG time. Yes Dale 32x is a LOT for SUNW. But there is a LOT more to come, and we'll be reminding you of your short until your margin calls drive you out. And the Q1 problems you foresee -- they aren't there for SUNW. I was the biggest BEAR on these threads regarding Y2K and its impact on sw/hw revenues until about 30 days ago. You don't need to respond with that line of reasoning. I've been there. I used to preach it. I spent months trying to identify tech companies that might have some immunity. SUNW made it to that list. Lots of other people are realizing it as well. So keep taunting... and we'll continue bookmarking you to see how you are doing as we head to $100. Hope you bought a big turkey for Thanksgiving. Next year could be cornish game hen. ttf