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Technology Stocks : All About Sun Microsystems
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To: JDN who wrote (29057)3/16/2000 9:21:00 AM
From: Steve Lee   of 64865
 
It does apply to any company, those which have PE's in triple digits and growth rates of 20% are the ones that will come down.

SUNW's earnings will be hit hard by Win2k. We will see the evidence this year. If SUNW are to replace their core business with some other business that can reestablish their high margins, they better make it soon or the downgrades will be coming fast and furious.
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