SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bob Duncan who wrote (44834)8/30/2001 10:12:50 PM
From: larry  Read Replies (1) of 64865
 
Bob,

I made a mistake in my previous post:

SUNW was at trailing P/E 25, forward P/E around 20 in 1996.

At, the same time, INTC was at a trailing P/E around 21, forward P/E 18-19.

CSCO and DELL was at trailing P/E around 30. MSFT around 48. ORCL around 25.

At that time, these guys were all enjoying tremendous growth. DELL was clipping at 50-70% top and bottom line growth. Yet, lots of bears were believing that these stocks were overvalued.

If I have to compare current valuations on these issues as of today vs. that of in 1996, it is night and day.

And I don't believe that these companies can grow at rates even close to those that they enjoyed 5 years ago.

The bottom line to me, these tech bellwethers are still way too richly valued. Value is nowhere to be found in the elite group so far.

enjoy,
larry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News