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


To: jim kelley who wrote (22607)11/9/1999 1:12:00 AM
From: Sonki  Read Replies (1) | Respond to of 64865
 
jim, please also note the price to sales for sunw is very low. Less then half half for sunw vs. emc. sunw is 1/3 that of msft.
sunw erning growth going forward may be increasing, we dont know.
While checkout the erning growth for msft is going down.
I am long msft but these are the facts.

I posted this stuff on dell thread about a year ago but some people did no want to hear it. Others went long sunw at that time and have made a killing.

But I understand what you are saying street is always goes to one extreeme or the other. I bot dell when it was 23-25 pe. I still have held it all the way to 80 pe.
sunw has lots of inovations up it's sleeve and better days are still ahead for the company When ever stock drops a little buyers jump all over the company and pickup this stock.

.....
The other thing is I have heard both the EMC and Sunw conf calls.
Along w. aol msft as well. When you go thru the conf calls and the QA sessions you might get some feeling as what analysts are impressions are.

I have taken the time to do that. You migh try to find the url and go thru this to get a better understanding.

I m waiting for a down grade on this stock and I will be diving in...

look what's happened to hwp, ibm, cpq/dec etc....