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Technology Stocks : All About Sun Microsystems

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To: JC Jaros who wrote (34252)	8/8/2000 5:54:02 PM
From: E_K_S	Read Replies (2) of 64865

Hi JC - I show SUNW at $113 3/4 - $114 After Hours after the CSCO earnings and conference call. Can you believe CSCO had 69% growth year-to-year. Excellent future expectations which should carry SUNW higher too. I too would like to meet Addi and thank him for his observations on both SUNW and LSI "the companies". He has provided me good insight for the long term hold (the importance of 'hold' in 'buy and hold') positions on SUNW and LSI. I was lucky to pick up LSI at $11 pre split and look for excellent future growth. Although SUNW's trailing PE is quite high, I believe SUNW can easily grow into a more "value oriented" PE if SUNW can maintain their 35%-40% growth rate for 6 or 7 quarters. Remember at a 35% growth rate, earnings should double in just over 2 years! Therefore, the high PE should be split in half in just over two year too! The power of compounding. Could SUNW see a 69% growth in sales like CSCO? I am very happy with a consistent 35% grower as long as management (and the industry sector) can deliver for several back-to-back quarters. EKS

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