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

To: cfimx who wrote (20177)9/23/1999 7:02:00 PM
From: JC Jaros  Read Replies (1) | Respond to of 64865
 
Could it be, maybe (just maybe) that if MSFT is overvalued, SUNW might be UNDERVALUED?

The word for tomorrow (or Monday) will be 'context'.

IMO

-JCJ



To: cfimx who wrote (20177)9/23/1999 8:36:00 PM
From: JC Jaros  Respond to of 64865
 
You know what, Twister? I think you're dropping the ball here (again). You're going off on fundamental analysis and only applying the parts that are convenient to your chronic thesis. What about 'franchise'? How does MSFT's desktop franchise stack up in a computing world of servers? To me 'franchise' is the most fundamental precept of the type of analysis you subscribe to. Did you just miss that part of the book??

-JCJ


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