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Technology Stocks : All About Sun Microsystems

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To: Marvin Mansky who wrote (17093)	6/14/1999 10:58:00 AM
From: hoyasaxa	Read Replies (2) of 64865

Prolific Poster Marvin: Your last post to me concerning Sun's prospects was based on analyst estimates being correct, Sunw maintaining growth rate and multiple...what about your analysis? Please quantitatively defend your projections for and rationale for Sunw's PE, EBITDA multiple, growth rate etc. Also, do you have your own projections for SUNW's EBITDA for 1999 and 2000 and your own quantifiable justification for those projections? Should Sunw be valued by its PE, a multiple of EBITDA, DCF, etc.? What are Sunw's greatest strengths -- which business lines are most promising and how are the economics of those businesses (i.e. barriers to entry, pricing power, etc). Also, please inform us of what could possibly change your opinion that SUNW is a "buy" right now. I like SUNW too -- but would appreciate less cheerleading posts, and more substantive inquiry -- as I suspect others may too. Thanks.

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