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

To: cfimx who wrote (35975)	10/2/2000 12:44:45 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

I would have taken the P/e from 18 to 30 max. --- I have never heard of this style of investing. Do Graham/Buffet have you sell when the P/E thing gets "too high"? --- I guess you could apply that buy low p/e thing, sell high p/e thing methodology to electric utilities with some odd degree of success over 50 years, but how does your 'method' account for new paradigm tech stocks growing at 40+%, etc, etc??

To: cfimx who wrote (35975)	10/2/2000 1:14:04 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

It's like the polar ice caps. Eventually New York gets buried. The question is which Millinem. The metaphor I'd use is an ice cube on a New York City sidewalk in August, not the polar ice cap. Did you see that recent shlock science fiction movie "The 13th Floor"? It's a virtual worlds-within-worlds story where if you drive far enough out of L.A. the world turns to unfinished wireframe virtual reality. Let's leave aside for a moment the fact that the world really is that way. It reminds me of the Wintel road map. No there there. You're waiting for them to get their act together. You'll wait for a while. There is no act for them to get together. You come to the end of the road, and the road ends. Win2k will be nothing. Itanic will be nothing. And there are no encores even on the roadmap except meaningless buzz words. Sun meanwhile, gave a clown show demo that didn't work. But the concept behind it means there's a good chance that Sunw will leverage their huge lead over Microsoft in operating system expertise into leadership in yet another new paradigm. Microsoft is now just something you ride down. It will look more and more like CORL. Intel will do a little better. --QS