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Technology Stocks : All About Sun Microsystems

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To: paul who wrote (16546)	5/22/1999 12:55:00 AM
From: Stormweaver	of 64865

nevermind your straw man argument that Sun is only an iron vendor ...the market is rewarding Sun with a higher multiple since it is NOT growing like an HP, IBM or Compaq, or NCR, Sequent, Stratus, SGI for that matter. SUNW is an a UNIX based comp hardware company; chips + iron. Growth has been good up to now but I question growth continuing at the same rate given increased competition; especially X86 + Linux. No one is rewarding HP with a premium multiple for growing top line revenues at 3% last quarter or having the technical savvy to come up with a clean room Java implementation. The market is paying a premium for Sun because it has industry leading growth more in common with a CSCO, Dell or MSFT than its I'd say that the "market reward" is wrongly attributed to SUNW being internet associated. The net is comp hardware vendor independant. CSCO is #1 in network routing whereas SUNW does not have that same rank in they're industry. p.s. IBM and DEC (and others) played a major technical role in making Java a success (fixing JVM bugs). Far from a Sun only tech effort.

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