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Technology Stocks : All About Sun Microsystems

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To: paul who wrote (27462)	2/9/2000 10:55:00 AM
From: Lynn	Read Replies (1) of 64865

From ML's "Technology Bits & Bytes" from today: Sun Microsystems (SUNW; $87; B-1-1-9) Highlights From Analyst Meeting, Reiterate Buy (Steve Milunovich 212-449-2047) · Sun's annual analyst meeting again drives home how Sun's focus and ownership of its technology has created a great story. Sun is at the heart of a services-driven network. Demand is strong, so solid that we think UltraSPARC III-based servers might not be introduced until August/September. · Management outlined three points that should drive growth the next five years: creating massively scalable servers, collapsing middleware into the operating system, and providing continuous computing. Although Sun makes its money on hardware, software, especially Solaris, is its differentiation. As Solaris goes, so goes Sun. · Sun's move up market from workstations to servers/storage has been hugely successful. We think NT could be a problem for Sun in 2-4 years. We think Sun's valuation is justified. Our price objective is $105 per share or just over 100 times C2000 earnings. [end of ML] The only sentence of caution is: "We think NT could be a problem for Sun in 2-4 years." Lynn

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