All About Sun Microsystems Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Magnatizer who wrote (7523)	2/3/1998 11:39:00 PM
From: Bill Oegerle	Read Replies (1) of 64865

The article about the Compaq/DEC merger was interesting... I am a long-time investor in SUNW (2/3 of my IRA is invested in SUNW) but about a month ago I bought some CPQ. I think it is an undeniable fact that PCs and NT will take a large share of the market and its profits in the coming years. I have no intention of selling my SUN -- I think it will continue to do very well in the high end server and storage market. But I am more interested in making money in the stock market than moaning about the Microsoft-SUN wars... I became interested in CPQ (pre-DEC merger) when I noticed that the financials for CPQ and SUNW were very similar -- both had P/E ~24, Price/Sales ~2, profit margins ~ 7%. So, why not own both? The Digital take-over happened only weeks after my purchase, and I am not sure what the short-term (2 year) effect will be... but I am cautiously optimistic that this is a good long term play. --Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next