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Technology Stocks : All About Sun Microsystems

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To: Elroy who wrote (59688)3/22/2004 12:03:15 AM
From: Charles Tutt  Read Replies (2) of 64865
 
At its peak, SUNW was selling for roughly 10 times sales, as I recall. I think MSFT _today_ is selling for roughly 8 times sales (at the peak, I think it was closer to 20 times sales). Also as I recall, Sun's growth rate at the time of the peak was higher than Microsoft's is today. Had optimism continued, and the economy not collapsed coincident with regime change in this country, that growth rate very well might have continued; it appeared Sun might take over IBM's role in the computing universe, and IBM's revenues were in the ballpark of 4 times Sun's.

So is MSFT's current valuation Tulipmania?

JMHO. Do your own research and form your own conclusions.

Charles Tutt (SM)
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