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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (4670)10/16/1997 10:36:00 AM
From: uu   of 64865
 
Twister:

I said to you:
> I can say with comfort that the growth rate of Sun (based on
> their size, balance sheet, and the not so established newer
> technology) has been far far better (and will continue to be) than
> that of MSFT in term of percentage revenue generation and earnings
> since the new ...


And then You state:
> I challenge anyone on this thread to translate the above
> statement so that we can deal with it in a meaningful way.


You are like an open field waiting! Always a great pleasure to have discussions with you!

Anyway, regarding you not understanding what I was talking about, I am very surprised at your confusion, but then from your past discussions and (with all due respect to you), how your state of mind seems at times to be confused about investment and technology, I am not that surprised. Anyhow, regarding the specific statements you did not understand, may I refer you to our little discussion a while back where you said (for the whole text please refer to: techstocks.com

you state:
> But I can understand why you and Scott may want to have a unit
> like Microsoft Corporation carrying the Sunw banners. It would be
> neat to be able to control and direct the $9 Billion in cash that
> resides on the unit's balance sheet. Shoot, that is nine times the
> amount of cash the parent wields! But here are some other points
> that really call into question the msft as sunw subsidiary myth.
> Msft generated $3.2 billion in revenue in the June quarter. Sunw
> only generated $2.5.

And then I replied to you:
Do not be confused with the numbers. If you are an investor you should
only be concerned with percentage and not the actual number of $s. As
you state MSFT has 9 billion in cash and generated only 3.2 billion.
That is about 30%. It is indeed outstanding. Sun on the other hand had 1 billion in cash and generated 2.5 billion. That is 250%! Allow me to ask you which is greater 30% or 250%?


I hope that helps clearing up your state of mind. Despite the fact that I do enjoy discussions with you (despite the fact that they are repettitive), I truly have come to believe that the best answer to some of your remarks/comments/questions may perhaps be just to pass on and to ignore for obvious reasons!

Best Regards,

Addi Jamshidi
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