Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: QwikSand who wrote (34976)	9/1/2000 2:21:11 PM
From: JC Jaros	Respond to of 64865

I'll take that. It's simple: Ben Graham invests in #1 and #2. In the red hot "UNIX" server space, HP is number 2. --- Of course HWP's PE doesn't approach SUNW because of margins and every other number. It's just the raw "#2" stat. --- Plus, there's some Carly x factor (which offsets the fact that that little garage is wall to wall toner). --- BTW, we have a Cheetah date (Ultra III). It's Sept. 11. So far, I've only seen a ZDnet headline, which goes on to be an obvious hit piece about Gartner and it's Starfire issue. --- Also, there's a longish (read it over the weekend) but worthwhile piece on Sun over at Bloomberg dated 8/31 and linked from sun.com current news. Maybe someone can post the URL. -JCJ

To: QwikSand who wrote (34976)	9/1/2000 2:25:45 PM
From: Tony Viola	Respond to of 64865

Can somebody tell my by what stretch of the imagination HWP, the most overvalued stock on the DOW, is running away? A. PE about a third that of SUNW? Or: B. The street has been Carly-ized?