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


To: paul who wrote (22674)11/10/1999 12:50:00 AM
From: paul  Respond to of 64865
 
$316 a share MAXIMUM??? You mean we have to tolerate Twister and his ilk for another 200 points!!



To: paul who wrote (22674)11/10/1999 12:38:00 PM
From: jim kelley  Respond to of 64865
 
Yes! Throw traditional valuation methods out the window so you can pay more than a stock is worth! Great advice addressed to the mentally challenged. <g>

Can you imagine what other stocks would be valued at that have a lot larger cash flow than SUNW? Enormous valuations.

Simply put even if you use this guy's analysis to make your investment decision there are a lot of other companys that have superior cash flow and earnings.



To: paul who wrote (22674)11/10/1999 1:02:00 PM
From: David Kelly  Read Replies (1) | Respond to of 64865
 
>This is why I use NPV analysis and why I look at more than
>one form of cash flow. At a minimum, NPV analysis shows
>us that Sun?s stock is worth $160. At a maximum, it is
>worth $316. Somewhere between those two numbers lies
>Sun?s true fair value, which is well above its current
>stock price

This guy is really using his old noggin'! <g>

Has he applied his NPV analysis to any other stocks that you have seen. I looked at his back articles but didn't see any others with a quick review. I would be especially interested in this type of analysis on Nokia.

twister, Jim and James ought to call themselves:
The Three MSketeers. LOL

david