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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: dennis michael patterson who wrote (27004)	8/7/2000 7:56:37 PM
From: Ramsey Su	Read Replies (4) of 42787

While you guys are on the topic of SUNW, I do have a few questions. I wonder if SUNW is the DELL of yesterday years. Growth rate is strong, around 40%ish, but not as strong as the 70% that Dell was commanding at its peak. The business is strong but one has to question how much Sun's business went into dot com start ups. Now that dot coms are having a lot tougher time raising money, are their cap exp going to be cut down also. Finally, I understand there are a lot of vendor financed equipment out there. If the Dr.coops and the flybynight grocer.coms go down, is there a risk that booked revenue may become delinquent loans? The 5 year avg PE for SUNW is 36.3. Right now, SUNW's PE is over 100. Is SUNW that much better a company today? Ramsey

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