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Technology Stocks : All About Sun Microsystems

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To: Dennis who wrote (22934)11/14/1999 5:43:00 PM
From: E_K_S  Read Replies (2) of 64865
 
Hi Dennis: As an internet company SUNW is still cheap with great future earnings growth. As a box maker SUNW is expensive similar to Dell. I own CPQ for my Intel clone box maker stock. Sunw should see great future revenue growth from their server and storage divisions. This growth is already priced into the stock.

Where SUNW will beat expectations will be in the proliferation of Jini enabled internet devises. The first of these will be in the set-top boxes. You will also see Jini and Java internet enabled cell phone type devises. Soon you will see Sony and Panasonic internet devises too.

We are still 18 to 24 months from these consumer appliances being distributed in mass. SUNW will make money on the servers and integrated software that links these devises together.

I think this is just the beginning for SUNW and if you hold long enough both SUNW's market CAP and revenue growth will equal the best of the "other" favorite techs including EMC, Dell and MSFT.

Hold on your "E" ride is just starting....

EKS
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