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Technology Stocks : All About Sun Microsystems

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To: Steve Lee who wrote (27557)	2/10/2000 11:53:00 AM
From: johnd	Read Replies (3) of 64865

SUNW's valuation will soon correct. It's PE is ripe for correcting to about 50 or so. The decline will be painful. Next week Windows 2000 release and subsequent advanced server release will put serious pressure on SUN from Compaq, DELL, IBM, HP, EMC/DGN, Unisys etc.. on mid-range. SUNW is fully thriving on high end E10000. But lack of a new US3 processor till September will force SUNW to reduce prices and loose margins. SUNW will keep eating into its backlog and FY2001 will be a troublesome year for SUNW. Test the validity of this outlook if want with time. People who sell SUNW here may find what a wise decision it was in a year from now.

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