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Technology Stocks : All About Sun Microsystems

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To: Vikas Deolaliker who wrote (23546)	11/29/1999 3:38:00 PM
From: jim kelley	Read Replies (3) of 64865

Sounds like a lot of wishful thinking. The DCF does not support the price. The PEG does not support the price. No earthly metric supports the price. So let's look at the location of the business in the market. SUNW is primarily a hardware vendor. It designs proprietary RISC based chipsets which it has fabricated by major semiconductor vendors. After that it is a box maker. When the boxes are finished it load them with a UNIX variant called Solaris. SUNW is an inefficient manufacturer of expensive proprietary boxes. DELL will overtake SUNW in the workstation market in Y2000. JAVA is being hyped to sell workstations. INTC will attack the 64 bit server bastion in Y2000. THe competition is heating up not subsiding. The moneyflow into SUNW from the first of the year till now is about 200 M dollars and this is supposed to support a market cap of 106B. <G> I'm hoping the stock will hit 150. :)

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