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Technology Stocks : All About Sun Microsystems

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To: jeff armstrong who wrote (3701)	8/27/1997 2:05:00 PM
From: cheryl williamson	of 64865

Jeff, I like your method of estimating. It seems like .51/share is in the ballpark of other estimates I've seen for Q1 1998 (.47-.53). This quarter is normally slack in the computer business but SUNW has good momentum going forward. I can sense strong support above 45. If the market rallies after labor day, it should drift up to 60 (21x FY '98 estimates). After that, I don't really know. The Java announcements are beginning to bear fruit. To a certain extent, I believe SUNW will profit at the expense of MSFT: if there is a definite shift of market sentiment toward SUNW it will be because there is a shift AWAY from MSFT. That sentiment will be driven by the perception of SUNW's success with Java and its ability to corral the Windows world. Therefore, I am tracking both companies closely. I would be interested to know if you thought that licensing fees could be expected to appear in a "Accounts Receivable, Net" listing? cheers, cherylw

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