All About Sun Microsystems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric.sun who wrote (16550)	5/21/1999 11:24:00 PM
From: E_K_S	Read Replies (1) of 64865

Hi Eric - Based on the earnings estimate for '99 and 2000 the growth is 20%(ie.$1.40 vs $1.68) with a forward looking PE of 35.This is a bit high based on the current growth target. IMO the growth will be higher and eventually the market will price the stock to reflect the new revenue streams from their service and and software divisions. If SUNW acquires CSC, the free flow cash flow and 35% growth will justify a much higher PE going forward. I am looking to see how our management is going to exploit their AOL partnership. SUNW could obtain a much better position if they focus on their service alliances so they can build those WEB based applications for their top 1000 customers. The future growth and higher margins are in the integration of SUNW's hardware products with end-user applications and the day-to-day maintenance of these systems. CSC would be an excellent way for our company to accomplish this in Internet time. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next