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Technology Stocks : All About Sun Microsystems

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To: Labrador who wrote (15176)	4/5/1999 9:42:00 PM
From: paul	Read Replies (1) of 64865

Cisco's market cap is roughly 4X Sun's - 190 Billion vs. 50 Billion with roughly the same revenue streams. The point here is not to make a detailed study of Sun vs. Cisco but that the market will grant a high premium to a select group of stocks that are leaders in their field (helps if your an internet play too) - Sun is joining this group and is making up for lost time - fast as both an infrastructure play (like Cisco), Software (Java, Netscape), and emerging (smart appliance, settop, etc). Is Sun overvalued? maybe - does Sun have a lot more room to run? definately.

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