SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Ox who wrote (16660)5/27/1999 10:34:00 AM
From: Haim R. Branisteanu  Read Replies (1) of 64865
 
Michael depending which is which there are much to many overpriced stocks in this market in the Internet sector alone AOL included.

As to SUNW I am long term follower of this stock. Historicaly it traded at a P/E of around 20 or less as recent at last year. last march it hit $14 on a "SCARE" I remember as I was very long SUNW <GG> at that time.

IBM, HWP, CPQ and others have more or less same "upside" potential. But US investors try to be concentrated only on their companies. All high tech companies face stiff competition from Europe and even India, who relative to that part of the world are technological very advanced on par with the US in many fields.

As I do belive fact and stock price have very mediocre correlation, I would suggest to superimpose DELL chart with SUNW chart with a time delay of 3 month I think.

DELL was also invincible in January. DELL's chart reflect investors perception not reality.

BWDIK
Haim

BTW from my lenghty response you can conclude that I am all in cash now - which is right.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News