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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (18199)	7/26/1999 6:42:00 PM
From: Stormweaver	Read Replies (2) of 64865

Cheryl, you don't get it. I could care less if PC maker's margins are shrinking. I was refuting the point you made earlier, do you remember saying this... Good Luck. You're gonna need it. The computer business is not a cyclical industry. We're witnessing an historic shift away from PC's. Mike Dell is just whistlin' dixie. High P/E's are just a vote of confidence in the company from the market and as long as the earnings keep rolling in it will stay high. or for the link... Message 10223692 Regardless of eroding margins, PC's are selling like hotcakes. This means more PC's and more demand for the most popular PC desktop OS - MSFT and it's office suite ;) /James

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