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


To: Bala Vasireddi who wrote (14003)1/27/1999 9:52:00 PM
From: Bala Vasireddi  Respond to of 64865
 
Here is another perspective that feeds into the Sun.net strategy.
In my opinion Bill Gurley is one of the better analysts out there.

As a personal plug - if you believe this strategy to be true, then
you should also be looking at companies like VRTS, EMC, NTAP, CSCO
(obviously)since they will be providing the tools to build BFWs.

-Bala

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