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

To: Len Hannegan who wrote (23500)	11/28/1999 6:40:00 PM
From: JC Jaros	Respond to of 64865

Does Sun's current price have any JAVA/JINI future revenue benefits priced into it; or is it only based on Sun's revenue derived (looking forward) from core technologies and hardware? I think a year ago, you might have gotten a consensus here that it was 'not', with a qualifier that any Java news that could have remotely been viewed as negative for Sun (such as with the Java-M$ suit) impacted the SUNW value in a negative way. With a SUNW multiple now wanting to go to 100, it's difficult to say that anything isn't priced into the stock. I'm sure SUNW gave whatever Java/Jini revenue guidance to institutions it could, but direct license revenue must be pretty darned hard to predict. "Who knows?" is the best answer. We have a ways to go in rounding out SUNW ownership with more retail investors. Those will likely be retail investors coming from MSFT and they'll likely come for Java? (I don't know). -JCJ