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Technology Stocks : Future earnings for JAVA
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To: Joyce Chen who wrote (551)11/13/1996 5:25:00 PM
From: Jeng Chiu   of 918
 
Joyce, I have to respectfully disagree with you on one thing:
<< DELL reported the record earnings which means that IBM compatible PCs have eaten a lot of the workstation market.>>

That's not necessarily true. DELL reported record earnings, yes. But what about HWP and DEC. They're struggling. The Industry has turned into the Have's and Have Not's.

For the past 3 quarters, SUNW has beaten expectations and then the stock has fallen. It's a love'hate relationship with Wall Street. Wall Street loves to hate SUNW.

For example, when analysts downgrade a stock, like they did after SUNW's earnings this quarter, they usually lower earnings estimates. In this case, they didn't. Why? They still believe that SUNW will grow at 25% annually, yet they feel the stock is overvalued.

Earlier this month, both CPQ and DELL announced price cuts in their servers and the stocks rose! Why? Because their price cuts were to gain market share. Sound familiar.

And if you see a published report that's bearish on SUNW, they'll quote Michael Murphy- Guaranteed. He's sort of the expert witness who's willing to testify to anything.
Michale Murphy is to SUNW as Herb Greenberg is to IOM. According to them, no one buys any of the company's products and the company will go bankrupt in a month.
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