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

To: cfimx who wrote (26541)	1/20/2000 7:05:00 PM
From: cfimx	Read Replies (2) \| Respond to of 64865

i just thought of something. emccom and suncom should merge. i might have to cover if that happens. <g>

To: cfimx who wrote (26541)	1/20/2000 7:06:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

twitty, has your elaborate financial model ever by any chance indicated in the past that Sun's stock price should be lower?<g> --QS

To: cfimx who wrote (26541)	1/20/2000 7:28:00 PM
From: JC Jaros	Read Replies (3) \| Respond to of 64865

You know, you find something wrong no matter what. You've found some fundamental reason that SUNW stock price was not going to go higher, for every single consecutively growing quarter. Last quarter it was some 20% product sales growth metric which was the reason the price was too high. Now that procuct growth is at 25%+ (20% acceleration), you've got some other reason. If you string enough SUNW quarters together of elaborate model twister analysis, you might be able to make a really good case against SUNW valuation retrospectively to 1998. -JCJ

To: cfimx who wrote (26541)	1/20/2000 8:16:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

for example, last year they had 13.9% ebit margins, this year? 14%, despite 27% higher sales growth... No, I want to learn about numbers. Kidding aside, are there not at least some reasons why might not necessarily be a badthing, such as, e.g., they dumped more money into R&D (not saying they did because I haven't looked at the report)? You're basically saying their margins aren't rising fast enough, but that seems like an out-of-contet fact that could be influenced by many factors. Not so? If this is a naive question, please to enlighten me. --QS