Twister:
You State:
> Sunw, with 1/10 (and counting) of the
market value of msft, is the DOG and Msft, with 10x (and counting) the
market value of sunw is the TAIL.
Well, I am not sure what you are implying but allow me to state the
following facts:
1. MSFT has a P/E of around 57 - SUNW has a P/E of about 20
2. MSFT is selling at 15 times its sales - SUNW is at about 1.6
3. The entire industry (including Microsoft) is adapting to what
comes out of Sun Microsystems (and its subsidiary SunSoft). Therefore
considering this fundamental fact I can conclude Sun will have a
much higher growth rate than Microsoft (perhaps not immediately but
it is definitly going toward that direction. And if you do not believe
it just take a look at Sun's revenue growth rate for the past 2 years.
So now I ask you which is overvalued and wich is undervalued! Microsoft
will survive and will continue to make huge profits. There is no
doubt in that, after all it is true: the paranoid will survive...
However, this survivorship will not go beyond anything but survivorship!
Microsoft can no longer define the standards, therefore it will not, and
I repeat it will not, be able to maintain its past glorious impressive
rate of growth.
You can go ahead and argue and if you are a MSFT fanatic fan you can
even convince yourself with those arguements, but when you are alone
and think logically put all the pieces together and you will be able
to see the reality.
You state:
> What a wonderful world. Ohhhh. What a wonderful world. Wasn't it
Communism that PREACHED no losers Addi?
First of all I dont see why you have taken a personal attack tone
in your response. We are simply expressing opinions. Secondly I am not
sure if I understand what you are attempting to imply. The analogy I used
with Communism being Wintel, and Capitalism being Sun and its partners was
directed to express that, similar to how the old communism would tell people:
dont worry, the big brother is here to take care of you and no one
had a choice in decision making process, Wintel has been behaving in a similar
manner. While in a capitalistic society people do have chices and
it is the free decision making process that brings prosperity
to the mass public. What Sun Microsystems (and it partners) are proposing
are choices and breaking the Wintel laws of captivity!
Again, Twister, wrong or right these are just my humble opinions, and
nothing more!
Regards,
Addi Jamshidi |
