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Technology Stocks : All About Sun Microsystems

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To: Eric.sun who wrote (17718)	7/10/1999 1:43:00 AM
From: JC Jaros	of 64865

about Intel earnings. Wintel is losing momentum and it might begin in this quarter. If that happens it will drag down the whole tech sector for a while until people realize the new center of universe is our SUNW. Time will reward us long term. I am of the opinion that there is a slow but fundamental shift of investment capital 'mindshare' into the SUNW story. I think our 'traditional' PE range has moved to a better neighborhood, and that we're fairly valued with a year over growth rate of 20-25% for the reporting quarter. I think we can safely assume that Sun management has again accurately managed the expectations of institutional shareholders. It sure feels like this stock just doesn't want to go below $70. The question would seem to be, do they announce a split in July or October? If they announce a split in two weeks, I'd think that portends great momentum though the summer and the rest of the year; certainly a sustainable earnings growth rate to their thinking. -JCJ

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