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Technology Stocks : All About Sun Microsystems
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To: Labrador who wrote (15176)4/5/1999 10:46:00 PM
From: Dale J.  Read Replies (2) of 64865
 
Labrador,

I value it primarily on past performance, current fundamentals and earnings forecasts. SUNW grew sales by only 13% last year, compared to CSCO which grew sales about 31%. Sales growth last Qtr for SUNW was just over 13%. I think SUNW will face increased pricing pressure from HWP and IBM on the Unix side and reduced market share in the overall server market as WINTEL moves up the ladder.

Many dismiss my posts as nonsense and don't believe SUNW's growth will slow, but the slowing growth has already happened. SUNW had a history of 35% growth, then it fell to 25%, then 20% and now it is down to about 13-16% range. It will get worse IMO.
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