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

To: cfimx who wrote (26769)1/25/2000 5:27:00 PM
From: cfimx  Read Replies (3) | Respond to of 64865
 
i follow this company called tlab. it had great earnings (higher growth than suncom), reaffirmed 30% + growth in earnings for 2000, ( higher than suncom) and still lost 14% today. It's p/e ratio is half that of suncom. oh, btw, they don't PROMOTE on the conference call. straight shooters.

i just found this to be an interesting nugget. <g>



To: cfimx who wrote (26769)1/25/2000 5:50:00 PM
From: JC Jaros  Read Replies (1) | Respond to of 64865
 
You make a good point twister. sun.com. in spite if having the only working OS (simulator) on IA-64, isn't going to bring in OS revenue on sales to IA-64 (or x86).

What does that tell you? It says that the whole thing is going to the 'service model'. Are *your guys ready for the service driven network?

-JCJ


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