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

To: Tecinvestor who wrote (23484)	11/28/1999 2:11:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 64865

From Lawrence Magid's column in the Chron today: Office 97 came on a single CD and occupies about 100MB of disk Office 2000 comes on four CDs and occupies at least 216MB of disk MS Works 99 Suite takes up about 90MB of disk MS Works 2000 Suite comes on six CDs and takes 785MB to 1.4GB of disk With numbers like these, one has to wonder what will happen to the future upgrade market considering the percentage of the installed PC base that would have to upgrade to use the new versions even though their systems were just a year or two old.

To: Tecinvestor who wrote (23484)	11/28/1999 2:14:00 PM
From: Lynn	Read Replies (1) \| Respond to of 64865

Hummmmm... for SUNW to share a PE with CSCO would put SUNW around 180 right now. Yes, you are being optimistic but too optimistic? To be too optimistic would be for you to not be surprised if SUNW's PE approached that of QCOM (SUNW = $371) or ARMHY (SUNW = $634)! Hummmmmmm #2... $634 X x/shares/SUNW = call 911, I passed out when I hit the "=" on the calculator! No, here's my VISA number, just buy me an ambulance :o) Regards, Lynn

To: Tecinvestor who wrote (23484)	11/28/1999 4:34:00 PM
From: Vikas Deolaliker	Read Replies (2) \| Respond to of 64865

No you are not being overly optimistic. The numbers tell the story. You need one router to support 10 servers. Even if Sun maintains its 51% market share of the servers, it will see unit volumes 5x that of cisco. The margins on server hardware as just as good as routers, but it get better the margin on the server system software is even juicier. So, SUNW should have a p/e of around 150 and market cap should approach around $300b. All of this assuming that e-commerce takes off which is the single biggest reason for server level capital spending by enterprises.

To: Tecinvestor who wrote (23484)	11/28/1999 8:06:00 PM
From: Mephisto	Respond to of 64865

I am very bullish about SUNW and CSCO's future. Their future prospects are more important to me than PE or market cap. I don't pay attention to either in the case of Sunw, Csco or EMC. [Am I being too optimistic?] As far as the market goes, I expect it to turn down: higher consumer wages combined with higher consumer spending, and oil price increases lead me to believe that Greenspan will raise interest rates in February. Then, there is 1999 tax selling. And the issue of Y2K lingers in people's minds. I do not intend to sell any major positions such as SUNW, CSCO, EMC, AMAT, TXN or STM. I have been through rough times b4.