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Technology Stocks : All About Sun Microsystems

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To: Stormweaver who wrote (16129)5/3/1999 8:57:00 PM
From: The Ox  Read Replies (2) of 64865
 
I disagree with your hypothesis that SUNW faces it's competition at the desktop and small server level. No one can question that SUNW faces fierce competition at those levels but that's NOT where SUNW has been making it's big dollars. Those are being made at the high end where SUNW has clearly been the dominant force lately. The % gains in the high end server market are why SUNW should be trading at a higher P/E then their historical norm, IMO.

Check out who the top internet companies use for their hardware OS platforms. See how often SUNW is mentioned. Look at the reliability being offered with the SUNW solution and compare it to the others.

There is a reason SUNW is the most often mentioned.

JMO and good luck,
Michael
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