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

To: charliex who wrote (14959)	3/26/1999 6:41:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

But (IMHO) four months ago SUNW's stock price was severely depressed by a mistaken belief, aided by lots of FUD/PR, that Wintel would turn Sun into toast; the stock is now just catching up, as the ludicrous nature of that belief is becoming clear. JMHO.

To: charliex who wrote (14959)	3/26/1999 6:52:00 PM
From: Cheeky Kid	Read Replies (1) \| Respond to of 64865

95.00 in 3 weeks......is that pre-split or post-split? This is a long term hold for me.

To: charliex who wrote (14959)	3/27/1999 2:46:00 PM
From: Lynn	Read Replies (2) \| Respond to of 64865

For a long term investor this is terrible advice: >If you made money, should you dump Answer, probably, if you want to make some fat > profits and get back in at a cheaper price. A number of people on this thread, myself included, would have "some fat profits" if we cared to sell. But selling for a long termer to get back in at a cheaper price? Do you have any idea just how much lower the price of SUNW would have to go before long termers would be able to say, "Hey, that was great! Even after paying capital gains taxes, I was able to buy back more shares than I sold!" Selling shares then buying back the same number, after taxes, is a wash. In order for someone who _wants_ shares of SUNW in his/her portfolio, the person must be able to buy back more shares [after paying all Federal and State taxes] that he/she originally sold. Too much a gamble. I sure am glad you are not handling my portfolio! Lynn

To: charliex who wrote (14959)	3/28/1999 9:11:00 PM
From: Dale J.	Respond to of 64865

re: ask yourself realistically, did their market size double? Answer NO did their margins improve? Answer NO does it face competitive pressures inherent in the computer industry? Answer YES If you made money, should you dump Answer, probably Congratulations! You answered every question correctly. Your reward is that you get to avoid losing a bunch of money.

To: charliex who wrote (14959)	3/30/1999 5:38:00 AM
From: John Mireley	Read Replies (1) \| Respond to of 64865

> ask yourself realistically, > did their market size double? Answer NO > did their margins improve? Answer NO Sun is entering into new consumer markets with Java and Micro SPARC cpu cores. There is great potential in the expanding digital video market for both of these products. They already have SPARC cores in encoders, decoders, and codecs for digital video. Java will be in every settop box for cable tv. Software and hardware licenses have pretty good margins don't they?