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: Dan Guinan who wrote (3987)9/15/1997 2:15:00 AM
From: uu   of 64865
 
Just for comparison of performance and valuations and even perhaps a little fun click on the Charts link (below at the bottom of your SI page), and then once in there enter the following symbols: SUNW MSFT INTC. It will then display the combined charts of all three stocks. SUNW appears as red and MSFT, and INTC appear as dark blue and light blue respectively. It is really interesting to see how far above the blue lines, the red line has been flying and continues to do so!

Then you can also examine a few of the numbers representing a sample of each company's valuation:

SUNW has a price to sales (p/S) ratio of only 1.9 (which in my opinion is ridiculously low in this market for a high tech company. Also SUNW only has about 388.7 million outstanding shares.

MSFT has a P/S of 14.1 (!!) with 1.3 billion outstanding shares!
And INTC has a P/S of 7.1 (!!) with 1.79 billion outstanding shares!

Now I think I can understand the high valuations of INTC since it is a major player not only in the desktop PC computing model, but it is also aggressively becomeing involved in the netwroking area. However, in my opinion only of course, I can not find one single reason to justify the extreme high valuations of MSFT. And I believe even the CFO of Microsoft (and he is someone who is supposed to be the best in finance and investment analysis) agrees that their company is overvalued if you go back and read Microsoft's last conference call during their last quarter's earnings report.

Regards,

Addi Jamshidi
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News