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Technology Stocks : All About Sun Microsystems

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To: E_K_S who wrote (15060)3/29/1999 10:28:00 PM
From: Sonki  Read Replies (1) of 64865
 
Eric, what a company! I was surprised that the company responded to you so quickly.

first of all, you need to break down sunw revenue in 3 sections and i don't think sunw gives this info.
clearly, that is why i say sunw extreemly under priced.
+ future potenials of e-commerce from amzon and alike.
sunw will give turn key solutions to amazon-wantabeees.
sunw price to sales 4.5, pe 53 compare that to other storage biz.
server/storage buizness: emc p/s sales 14.6 and pe 82.sw biz: java & solaris : msft p/s 25.3 pe 76

hw biz : ibm /hwp /cpq / dell? ibm p/s= 1.7 pe varies 38-70?
ibm reven grwoth is 7 %
cpu : intc intc p/s = 6.9

don't understand why emc price to sales and pe are so high compare to the technology that sunw offers. i would say sunw storage biz not as great as emc but still not far behind.
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