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

To: Tecinvestor who wrote (26661)	1/22/2000 12:33:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

I show CSCO with a current PE of about 197 and SUNW with a PE of about 117. If your thesis (and mine) holds true, what does that translate into, point wise? I have no idea. What's important is that if the SUNW P/E were to suddenly BE the same as CSCO's, one shouldn't get too excited over the high multiple. We're in that magic franchise space. We're in an increasingly server centric world with the #1 branded spot (and growing). I forget how many consecutive quarters of growth SUNW has turned in. The SUNW earnings growth exceeds that of CSCO. CSCO sprung out of Stanford with SUNW but jumped out in front. SUNW has caught up. Sun is truly a quality, innovative company positioned at the blue chip center of perhaps the largest growth market in history. There's no reason for SUNW not to have one of the highest P/E ratios on the S&P. We are arriving. -JCJ