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To: Tony Viola who wrote (114391)	10/18/2000 4:48:47 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 186894

Tony, Sun's results. Their quarterly sequential revenues are up less than 1%, and yet that's blowout? Were they given a hiatus from sequential growth because of transition to USIII? Now that's managing the street, by them, to command a P/E of a hundred and get off with a no revenue growth quarter To me SUNW is a new bubble stock. I do not know when it will burst just as I did not know when the dot coms would turn into dot bombs. But the street is awarding SUNW a ludicrous multiple given their current competition, hungry for their space. It's almost as if the Street is ignoring this fact. One of the many things which confuses me about the state of the current markets. BK

To: Tony Viola who wrote (114391)	10/18/2000 4:51:35 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, Sun is a cool, with it company. They don't need to grow revenues. Intel is a dinosaur, no matter what they do it doesn't make any difference, because it's the "Post PC Era". John

To: Tony Viola who wrote (114391)	10/18/2000 4:59:29 PM
From: Joseph Pareti	Read Replies (3) \| Respond to of 186894

right on the money. The thing is the street still wants to see Sun's glass half full. For how long ?

To: Tony Viola who wrote (114391)	10/18/2000 8:04:01 PM
From: Amy J	Respond to of 186894

Rudedog, Tony, and Thread, RE: "While we remain guarded about worldwide economic conditions, we are extremely enthusiastic about our Windows 2000 generation of server products.'' ----------- Hm... ...............................................9/30/99 9/30/00 Enterprise Software and Services 9.27% 949 1,037 Desktop and Enterprise Software/Services 4.8% 4,829 5,059 Net income $2,191 2,206 That's only 9.27% and 4.8% YOY in Enterprise. Where's the "strong" W2k growth? (This is a question, i.e. what are the market research firms stating as a growth rate for W2k?) The Enterprise group has some new launches coming out, so the 9.27% and 4.8% YOY don't include these. Here's something that had strong growth: Consumer Commerce Investments 438% 18 97 Unfortunately, it's only a small portion of the total. Regards, Amy J