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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (48177)4/12/2002 7:16:55 AM
From: Charles Tutt  Read Replies (2) of 64865
 
Consider this.

If Sun break even is at about $3B/Q and they can somehow (economic recovery, new markets, new products, defense spending, capture of additional market share from IBM, Hewpaq, etc.) boost revenues back to the $5B/Q they actually did a few quarters ago, then at an incremental margin of 50% they'd have EPS in the neighborhood of .30/Q. Annualize that and apply a PE of, say, 35 (interest rates are still low) and you could be looking at a fairly nice return.

JMHO, of course, and not intended as investment advice.

Charles Tutt (SM)
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