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Technology Stocks : All About Sun Microsystems

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To: Alex Chun who wrote (12100)11/28/1998 12:03:00 PM
From: Sonki  Read Replies (1) of 64865
 
alex, question is :WHY would some one buy SUNW at this price. Is sunw presenting a value to sane buyers ? maybe some one can add to this.
question is not... should i hold my stock? On friday, why did sunw move up more then aol, amzn,yahoo ? why did cpq and dell end up negatiave when NAZ is up 31? how much did intc move? WHY didn't sunw pull back at the end of day?

internet stocks are bot by small folks trying to make a living. Sunw is bot by big mutualfunds. They are not trading they are accumlating the stock. Some fundmanagers probabably do not even understand and are jumping in. CASH is pouring in and they are forced to invest.

now compare the pe of msft, csco, dell, ibm, intc, hwp etc...
and compare the earning growth rate. i have done my homework.

msft is at 60+pe checkout zack estimated erning for msft 99 and 2000.
they are less then sunw. Look at the difference in technology what sunw and msft are offering ! This could just one of many announcements to follow. If you do your home work you will find sunw still the best price.

pull back will come but it will be sharp and fast
the stock has not rested but every dip will be bot by people who
who badly need to get into their stock.

if by the end of year sunw is not on tech fundmanager's top 10 list
he is not going to look good.
intel has had negative earnign year over year.
hwp has missed 7 out of 10-12 qurters.
ibm has earning growth of 7-8% but PE is high even dell is better priced then ibm.

Mrkt is moving from PC to servers. (see chart of ibm vs. dell)
sunw has come up w. consistent double digit growth.
Market as a whole (s&P500) earning coming down. Mrkt PE is very hi.
compare to sunw pe given sunw growth.

if u r scaraed by puts but don't jump in front of a moving train.
that is called commiting suicide
after 3yrs of holding the stock
i hope u don't bail out when it's your time to live.
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