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

To: JC Jaros who wrote (26547)	1/20/2000 7:36:00 PM
From: cfimx	Respond to of 64865

no the price isn't too high....the p/e is too low. <g>

To: JC Jaros who wrote (26547)	1/20/2000 10:37:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 64865

Some people often manage to overlook the big picture in the process of their microanalysis. e.g. DELL in 1997-mid 1998-- They picked the financials apart, and in the meantime, their skepticism allowed them to miss the train. LoD

To: JC Jaros who wrote (26547)	1/21/2000 5:07:00 AM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear JC: Twisters post was discussed by SUNW and his reasoning is entirely false. There are several reasons the operating profit didnt increase percentage wise even more. One was they wanted linear growth (? term) meaning no sales slowdown related to Y2K and they offered incentives. Turns out they didnt need them but it was already done. Second, they are plowing a great deal of money into the infrastructure to move to THE NEXT LEVEL (I am including R&D in that term). Finally, they had the merger with Forte and likely there were a lot of associated soft costs written off in this qtr. I predict their NEXT QTR will show incredible increased profitablility. JDN