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

To: Sueponine who wrote (13244)	1/8/1999 6:21:00 PM
From: Lynn	Read Replies (1) \| Respond to of 64865

>It's been a good run for SUNW. When do we take a breather? I think we'll take a breather after the internet high-fliers pause. A few weeks ago I read an article somewhere that referred to Cisco as the, "Internet chicken play" [I love that expression]. CSCO is not the only 'chicken play' in my estimation. I would also include companies such as SUNW and EMC. People who have been afraid of investing in technology companies before are starting to think they are foolish to miss-out on some of the performance of stocks in this group. The likes of AOL and AMZN are a little much for them to handle. The CSCO and SUNWs seem much safer in the long run. So I anticipate more price appreciation in SUNW from new "traditional" investors and also some people who are getting scared about losing gains in their REAL high-fliers--but want to keep their foot in companies related to the internet. When will the party be over? I don't think until the Yahoo's and Amazon's crumble. Even then, I think SUNW will hold up quite well because internet sites and IP providers can come and go, but ALL need servers. I'm not an analyst by any means, but this is the way I look at it. Regards, Lynn