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


To: Sonki who wrote (32539)6/1/2000 8:32:00 PM
From: QwikSand  Read Replies (2) | Respond to of 64865
 
Valuation on sunw still much lower then hwp when u compare...

HWP went up 14 points today.

I've asked for help on this so many times, but nobody has ever explained to me why in the world people buy that stock. It's like Reagan used to be...the Teflon Stock. No matter how many CEO's they can, how many quarters they miss, how big a magnifying glass you need to spot their growth, it just keeps on comin'.

Of course in the long term HWP doesn't actually go UP much, it just doesn't go DOWN. It should be the same price as CORL, if CORL paid a dividend (ignoring for a moment that the law requires positive dividends).

siliconinvestor.com

--QS



To: Sonki who wrote (32539)6/2/2000 5:58:00 AM
From: JDN  Read Replies (1) | Respond to of 64865
 
Dear Sonki: Well, the general market needs the right labor report cause AG has to have some cover to safe face and not have to admit he never should have raised rates 1/2 pt the last time for the non existent inflation. If Labor shortage eases it gives him his excuse to stop NOW before its too late. Auto sales down big time, retail sales down big time, housing sales down big time. These are big ticket items, they will roll through the economy like a thunderbolt. If he persists in his craziness a HARD landing is not possible its PROBABLE.
Now, as to Scott and Sunw, if we all remember the last qtr and the backlog, its my opinion he has already MADE THE YEAR and is working hard on NEXT YEAR. My only concern is that they bring out the new products on the current estimated time period. I think its quite important to maintain the momentum and cut off the competition from eroding their success. JDN