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Technology Stocks : All About Sun Microsystems
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To: QwikSand who wrote (26901)1/28/2000 12:11:00 PM
From: Steve Lee  Read Replies (3) of 64865
 
My INTC opinions stem from the appreciation that there will be a vast number of servers needed in the future. Our area of potential conflict is who will provide those servers, what sort of revenue will be earned, and current stock valuations.

I started thinking of shorting SUNW (via puts) when I discovered that Sun would be giving away Solaris. With Solaris running on Intel architecture, which is getting ever more powerful, I would like to get some idea of where Sun is going to find the revenues to keep up its growth. I understand the licensing model - and the theory of the business plan. I am trying to test its validity.

I accept the possibility that Sun's stock price could continue to climb. I doubt that it will climb as fast as Intel's, which sells for a lower multiple and, I believe, will enjoy greater growth. Thus a long INTC position combined with a short SUNW position has good potential, hedged against both an explosion in server sales and a market meltdown.

It is interesting getting all these different reactions, you guys must be bored to give me so much time! I like it here! I might stick around and play with my new friends for a while. And if I can learn about Sun too, then that would be great.
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