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To: Proud_Infidel who wrote (114392)10/18/2000 8:48:53 PM
From: SisterMaryElephant  Read Replies (1) | Respond to of 186894
 
Brian,

<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.>

What is worse is that SUNW has made the top 10 holdings list of Fidelity Magellan. When they decide to unload, it can get nasty. Look at what happened to INTC and MSFT. Fidelity are huge movers of stock.

SK



To: Proud_Infidel who wrote (114392)10/20/2000 8:09:19 PM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
re: "street is awarding SUNW a ludicrous multiple "

Brian, I was noticing the same yesterday, SUNW P/E all the way up to = with csco.

jim


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