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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Nolan Toone who wrote (17189)	6/18/1999 7:14:00 PM
From: Stormweaver	Read Replies (1) \| Respond to of 64865

Hmmm the chart shows SUNW outpacing IBM on revenue growth % and on shareholder return %. This is already in the SUNW price along with all the net hype and is why the PE is so out of whack versus IBM and HP. The real question is will growth continue at that pace when the desktop is being lost and the iron market becomes much more competitive; IBM/HP getting on track and considering those 8 way Profusion boxes that IBM/DELL/CPQ will be pushing. Also, it was a interesting coincidence that MSFT was right beside SUNW. I think the last column shows where growth is and will be in the future ; software. MSFT profits were just shy of 7 billion on 18 billion ... also take a look at Inktomi ; impressive.