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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (6436)12/28/1997 3:49:00 PM
From: Sonki  Read Replies (1) of 64865
 
Addi, point was to considr worst case and see if i could stand that.
Maybe worst case for sunw is 28 and maybe that would not bother me but
I like to calculate my down side risk even best of all market.
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I m seriously thinking of adding new money to sunw would u do that at this point? or add to msft? <<<<<----- i see u just added to msft
and possibly cuz u already have too much sunw? why would u not have
adeed to sun? thx for your insight.
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btw: LSI was mentioned as a buy on WSW last friday.
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point #3
BEAR MARKET defination?
i should have left it as worst case PE. When market declines
20% or more they call it a bear maket. Good leadership stocks in
techs have declined more then 20%-30%. 2nd tier stocks have declined
more then 50%. Some people would call it a bear market in techs.

I like the defination where you have 4 qurters of declining earing as we see it in intel.

point 4:
sunw will not trade at 40 pe. it did that only when it was a young company. we can make a bet on this one.
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