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


To: cfimx who wrote (19944)9/20/1999 12:01:00 AM
From: paul  Read Replies (1) | Respond to of 64865
 
"..paul i suggest you reread my post. you may learn a thing or two.."

say this aloud slowly - The sound you are hearing are Sun longs laughing in the background.

"..Service revenue is much less profitable and
generally gets a lower multiple by investors."

who do you think is buying Sun stock and setting the valuation? - with 2/3 institutional ownership and funds rushing to get in - do you really think us .COM heads here are driving the price up ourselves?

"..They are fully 3 times as profitable as SUN.COM."

stop looking in the rear view mirror - the easy money is off the table for microsoft. I hear they have to pay companies like ATT to use their stuff now...

"..They also have about 10 times as much cash and investments on the books."

Sun said they had $3 Billion in cash at the end of last year. I'm not too interested in how much Microsoft has but it isnt $30 Billion.

Again - you paint a negative picture of Sun but gloss over Microsoft. How about Cisco or Lucent?