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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (29180)3/20/2000 12:02:00 AM
From: JC Jaros  Read Replies (1) of 64865
 
Re: Wintel fat lady - I guess I just picked up the inference. OTOH, I think I need to get glasses. A few misread words here and there can give a message board post, an article, or caption in the newspaper a whole new twist. I *thought the newspaper seemed a bit more interesting lately. I'm just reading things that aren't there <g>. --- With regard to Compaq though, I know I've been reading the same stuff about Compaq for *years now. I may not be the only investor dismissing Compaq. If investors are assigning SUNW such a high multiple, it's more likely the case that SUNW has performed, and executed as advertised in a way that makes their forward story more believable than others. I wouldn't say that the SUNW share price contrasts against better values. It's been my experience that CPQ (for instance) has *never been a better value than SUNW. -JCJ
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