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Technology Stocks : All About Sun Microsystems

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To: John Carragher who wrote (15019)3/29/1999 10:38:00 AM
From: Lynn   of 64865
 
John: Now that SUNW has been, as you note, "discovered," what we view as "nosebleed territory" might very well have to be redefined. Look at the PE CSCO has commanded over time. Right now CSCO has a PE of 128 and SUNW, 52. Even look at DELL, which still has a PE of 72! Compared to CSCO and other high fliers, SUNW looks cheap.

So... just tilt your head back and put a cold wash cloth on your forehead for a while.

Lynn
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