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

To: jim kelley who wrote (23547)	11/29/1999 4:28:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 64865

SUNW is an inefficient manufacturer of expensive proprietary boxes. You are missing a couple of things here. One is that Sun's business isn't just workstations ... in fact, I'd bet that in dollars it is much more slanted to servers. All those web-related installations that people keep talking about with respect to Sun don't even have any or many local clients. The other is that a jazzed up Intel box and a RISC system differ in more than the chip. RISC servers have significantly more sophisticated and high performance architectures than Intel boxes do ... unless you count a few odd-balls like Sequent, but that certainly isn't Dell. Sure, the Intel boxes keep pushing the envelope but they are far behind the curve. The 100MB/s bus you get on some Intel boxes today was the common thing in RISC workstations, much less servers years and years ago.

To: jim kelley who wrote (23547)	11/29/1999 5:12:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Re: "The moneyflow into SUNW from the first of the year till now is about 200 M dollars and this is supposed to support a market cap of 106B. <G>" Tell me more about this. Of what moneyflow do you speak? How is it calculated? In what sense is it "supposed to support" the market cap? For comparison purposes, what are the comparable numbers for DELL, INTC, MSFT, and CSCO? Inquiring minds want to know! <g>

To: jim kelley who wrote (23547)	11/29/1999 7:45:00 PM
From: Vikas Deolaliker	Respond to of 64865

Jim, yes finance theory has given a name for wishful thinking i.e. "expectations". There will be no market if all of us had the same expectations, so feel free to disagree. BTW, the point of my post was to point out alternate valuation tools besides DCF and Multiples, which work in a mature company like P&G, but may fail in hi-tech. Now for the competitive scenario that you forecast, it is already public knowledge and therefore any efficient market (and US markets are those) will already have discounted that in the price of the stock. Is there any new competitive scenario that the world does not already know? Let me tell you which scenarios could harm SUNW, 1) The appliances fail miserably thereby halting the move of application to the servers. 2) The internet .COM related spending comes to a screeching halt because nobody buys anything off the web (b2c) and no efficiencies are realized because of b2b. 3) Sun's execution is less than perfect. The only concern I would have is point #3. Given SUNW track record, I find that hard to believe for atleast next two years.