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Technology Stocks : All About Sun Microsystems
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To: space cadet who wrote (7951)3/1/1998 4:01:00 PM
From: Charles Tutt  Read Replies (2) of 64865
 
A few points:

I for one would deny that Dell is "obviously a better stock to own than sunw," which calls into question your next sentence after the one from which I quote. Past results are not a guarantee of future performance.

Dell's revenues are similar to Sun's are similar to Microsoft's, so I consider them to be similarly sized companies. Earnings and (especially) market value are a different story.

If SUNW overcomes 50, it will still have an acceptable P/E, IMHO, so I see no reason why it won't. Of course, I can't reliably predict the market (that's a proven fact!), so it might not.

To have doubled your money in the last few months in SUNW, you must have leveraged your investment or traded in and out (unless your definition of "few" is different from mine, but you seem to indicate you bought after last fall). Which is it?

Sun already competes with NT and has revenues from Java (although they might not have profits -- I don't think they've ever said).

All JMHO.
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