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Technology Stocks : All About Sun Microsystems
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To: uu who wrote (5295)11/1/1997 1:50:00 PM
From: Rational  Read Replies (1) of 64865
 
Addi:

Thanks for your opinion on MSFT. The thrust of my remark was (let me repeat):

From all your arguments and upbeat notes, I miss the link between JAVA's popularity and SUNW's earnings stream the way MSWindows populatity was linked to MSFT's fortune. SUNW's stock price is under pressure not because of missing a few pennies in earnings (everyone knew it was due to devaluation of SEAsian currencies), it was due to the knowledge for the first time (after the JAVA licensing contract was made public) of how little SUNW made from JAVA.

Can you relate JAVA's popularity to SUNW's future (earnings potential) to command a P/E of say 50? In fact the competition from IBM, HWP and others (using JAVA-based platforms) might even reduce SUNW's future earnings potential, IMHO.

Thanks in advance.
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