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


To: E_K_S who wrote (26444)1/19/2000 9:59:00 PM
From: JC Jaros  Respond to of 64865
 
Nice analysis, Eric. I think your estimates are low though. Given the environment were in here, I wouldn't be surprised to see that $100 within *weeks, and again cy01 and cy02 post respective spilts.

-JCJ



To: E_K_S who wrote (26444)1/19/2000 10:44:00 PM
From: Tecinvestor  Respond to of 64865
 
Eric, thanks for the website for after and before hours quotes. I had been using Island but find the one you provided to be better. Also, compliments on your detailed analysis regarding SUNW. Tec.



To: E_K_S who wrote (26444)1/19/2000 10:52:00 PM
From: cfimx  Read Replies (1) | Respond to of 64865
 
>>Year 1: earn est: $1.34/share PE: 63
Year 2: earn est: $1.82/share PE: 47
Year 3: earn est: $2.47/share PE: 34

helloo. earth to eric.

the estimate for jun 00 is .89
the estimate for jun 01 is 1.11

so your year one is acutually year 3
your year three is actually year 5

and you were trying to make the case that if we only do better than 35% growth, all will be well. your numbers are BOGUS and so is the current valuation. you just PROVED IT.



To: E_K_S who wrote (26444)1/20/2000 2:18:00 AM
From: Alex Chun  Read Replies (1) | Respond to of 64865
 
Eric, I agree that SUNW is (at least) fairly valued at these levels (low $80s). In this market, however, a PEG of 1 is considered a bargain for a tech leader, and PEGs of 2 are not uncommon.

So, if PEG expansion continues, or if PEGs hold at their current levels, your analysis will turn out to be conservative.

-Alex