Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (22495)	11/7/1999 2:13:00 PM
From: Stormweaver	Read Replies (1) \| Respond to of 64865

I think twister did a pretty straight shootin analysis of SUNW valuation and as others suggested we could find similar examples throughout the tech sector. The bulk of the tech sector is overbought IMHO. As Warren Buffet recently commented there are a lot of newbies in the market the last 5 years that expect to earn 22%+ per annum - when in reality 12% is doing good. I'm skeptical about this market especially when I hear people declaring that we should be applying "new valuation" models and that these are not "normal" times. Sounds a little like the gold fever. All IMHO of course. Cheers James

To: jim kelley who wrote (22495)	11/7/1999 3:13:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Oh arrogant one, I am a shareholder. But the stock has gotten beyond its prospects due to hype. Boy, I don't follow that one at all. You're a DELL guy saying this. You may not have noticed, but DELL sells nothing but commodity hardware. They're a screwdriver company (the best). They don't 'make' anything. They don't R&D anything. No software. No services (not really). You might want to check in with twister on that and see if he doesn't thing that 'product growth'\P/E rant doesn't apply all the more to DELL (as in *way more). This stock hasn't gotten beyond anything but the mindset of the M$ PC and the failed hype of M$ dominated technology. That's the difference. M$ hype has failed. Our 'hype' hasn't. Also, I'm not 'arrogant'. I'm just 'highly confidant'. <g> -JCJ.