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

To: QwikSand who wrote (17259)	6/22/1999 6:33:00 PM
From: James Wamsley	Respond to of 64865

Dell's YPEG is 37.7 based on forecasts for 2000, SUNW's is 20. Based on these numbers, Dell has a YPEG ratio to year ahead PE of 1.36 and SUNW has a ratio of 1.94. These numbers are based on earnings growth, not revenue growth -- the latter is where Dell recently showed a slow down. These "facts" have nothing to do with the relative technical values of the two companies, only with one approach to trying to evaluate the near term investment value. In fact, I think, in my own humble way, that Sun shows greater promise in the long run. For that reason I only sold half my Sun stock this morning in order to buy some other equities that I think have greater promise over the next few months. My time horizon for investing has to be in the one year range since I am retired and the year to year growth in my stock portfolio fuels my retirement income. I certainly do not intend to demean, in any way, Sun's great promise in the information technology world. On the other hand I see no use in hysterical responses to blatant PR announcements by CEOs, just as I do not get upset by the SUNW CEO's frequent outbursts vis-a-vis Microsoft. Best regards, JimW P.S. Your contributions to this thread are much appreciated.