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Technology Stocks : Future earnings for JAVA

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To: paul who wrote (815)12/14/1996 12:52:00 AM
From: carlos jeanpierre   of 918
 
Why such a generous PE for sunw. With revenue equal to MSFT. Tell me why the huge difference in performance considering MSFT will loose 400mln on Msnbc and sunw is the king of Servers. Can anyone explain the difference in performance. Scott has not been too kind to shareholders of late. He has been purposely holding back on earning considering the recent behavior in the stock since July 17. I think the fear factor has already set in -examples Price cuts ,no 500mhz cpu, don't even say intc, msft steals java for nothing,The NC will cut into the bottom line this quarter, 600mln in the bank, splits stock when stock is low, Hey, why am I long I must reconsider!
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