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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (24437)12/9/1999 12:04:00 PM
From: QwikSand  Read Replies (1) of 64865
 
Yes, I think you've succinctly articulated what many of us here have believed. I particularly liked your term "architectural dominance"...that's a great formulation that sort of sums it up. It's hard to relate prices to fundamentals these days, but, in addition to the ever-lengthening and accelerating unbroken growth record, SUNW is earning itself the mantle of perceived leadership and perceived "architectural dominance"...they're the go-to guy, the resource you call when you're responsible for an enterprise, need to know how to play in the new world, and can't afford a slip-up. Investment money is attracted to that leadership even when multiple expansion exceeds the parameters dictated by the "rules", as the tech stock market becomes more and more of a winner-take-all situation.

It's still scary at this level. But it still might have not just a little, but a *lot* of growth potential over the next 2-3 years.

Regards,
--QwikSand
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