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

To: cfimx who wrote (25134)	12/20/1999 12:13:00 PM
From: time4all	Read Replies (1) \| Respond to of 64865

maybe not, but Cisco's isn't either. I am looking at stock valuations totally differently than I did 20 years ago - even five years ago. I am looking at "supply demand" more now. The discretionary income of people these days is very high - higher than any time in our history. Where is that money going to go? If you look at housing prices in Silicon valley right now you can very accurately say, "A two-bedroom condo in Sunnyvale isn't worth $500,000." Dud! I guess not! But it's supply-demand. At least Sun has revenue - some of these stocks don't. There was an interesting article in the Merc yesterday about the wisdom of bailing out of the doc-com stock this coming year. I don't consider Sun to be a dot.com company, just the dot in dot.com (whatever) but the article urged people to pull out of companies with no product and no revenue and no budget and not staff - LOL - and there are definitely some of those here - maybe many. But, my point is that with a revenue stream like Sun has, I'm still putting my money in it. I'm not adding right now, but I've been in it since '84 and added up and I do take some out from time to time for necessities, but I am not bearish on this particular stock......now, on the other hand.....there is XRX.......:)