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Technology Stocks : All About Sun Microsystems
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To: Senthil Sankarappan who wrote (4694)10/16/1997 11:08:00 AM
From: uu   of 64865
 
Senthil:

You state:
> There is a flaw in your logic. According to this the less cash a
> company has the better it will look like. for example, if SUNW had 0
> cash then their efficiency goes to infinity. But we all know that it
> is not true. The more cash the better (ofcourse no debt).

I fail to see your logic or point, with all due respect to you. To me, and its just me, if a company A can geneate twice as much $s in revenue more than some other company B that had 9 times as much cash with no debt, then I rather be invested in company A. By your logic then a company such as Novel with huge cash but not being able to generate money relative to that cash is then a great investment?!

You state:
> Both Addi and Twister: I think you should wait till the earnings
> report comes for both SUNW and MSFT and should discuss on that.
> Plese talk about the past record and the future possible record. (I
> fully agree with Twister that if you just take past record, MSFT
> will beat SUNW like anything).

Again, and with all due respect to you, I fail to see your point! As long as the discussions stay on SUNW without taking a personal direction/insault I will be more than glad to have discussions with Twister or anyone. After all SUNW is my numbr 1 core holding at this time with huge amount of money (to me anyway) invested in this great (again in my humble opinion) company!

Regards,

Addi Jamshidi
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