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


To: Charles Tutt who wrote (27191)2/4/2000 11:09:00 AM
From: johnd  Read Replies (4) | Respond to of 64865
 
SUNW is very dangerous from a downside risk point of view.
Everytime express my views, bunch of people come out and
say everything risk is factored in. How can that be.
(a) IBM just a few days ago realinged and mvoed their sales
aggressively against SUN.
(b) Windows 2000 is going out of the stable in one week.
(c) Jury is still out on US3 and related proudcts.
Even with all these risks, the stock is at 110 PE and 130B
market cap. Folks that is 10 times sales and 110 PE for a
company with 25% growth rate. Give me a break.