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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (21309)	10/15/1999 12:44:00 AM
From: paul	Read Replies (1) of 64865

My summary of conference call Sun guiding revenues upward in Q2 (!) Backlog under control (but still about a billion dollars according to cnn) No Taiwan fallout Y2k black cloud dispersing - Sun well positioned regardless New disruptive Products, Technologies (star portal, majc, internet appliances) Major convergence of Telecom and computing - Sun well positioned thru growth of Internet and application service providers Continued strength in traditional ERP, Data Warehousing and back office systems Dominating .COM companies infrastructure Sales force execution superb (unlike HP blaming their sales force - hmmm which company would you want to work at?) In my opinion Sun should be held in the same esteem as Cisco and will go much higher - at today's market cap Sun is still valued less than EMC.

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