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

To: johnd who wrote (27478)	2/9/2000 12:55:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

A lot of the analysts have not factored in the new sources of revenue streams that will add to the current growing revenues. I understand that in three to five years, these new revenue streams may contribute as much as 1/3 of the total revenues. The new revenue streams include "Gini" products (internet appliances), cable set-top boxes, software revenue from Java, new service revenues from their Internet development and integration groups and new storage sub-systems that kick in this year as a result of their recent purchase. Therefore, IMO many of the analysts are quite short on their estimate for revenues for 2003-2005. SUNW is probably overvalued if you use the current trailing estimates or even the one year forward estimates. It's the three to five year results I look out to as a long term investor. EKS P.S. These "Gini" enabled devise are going to be huge looking forward but are not even discussed by many of the analysts I follow.