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

To: Steve Lee who wrote (39136)	12/13/2000 3:40:28 PM
From: American Spirit	Respond to of 64865

I disagree, I think SUNW is at its bottom now with a reasonable 50 PE which it can support and that it will pop back nicely from here as the market looks forward to a better 2001. I'd expect an easy 25% pop from here in the next month. No reason to sell the #1 leader when it's just dropped 33% in a week. SUNW is a great stock to own. Safe at this level. I bought at 32 3/4.

To: Steve Lee who wrote (39136)	12/14/2000 5:36:26 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

To increase fivefold SUNW would need monopoly power, something that only the likes of MSFT or INTC have come near. And if Sun had that kind of power it would be in trouble with the Justice Department, just like MSFT. Intel too was in trouble with The Justice Department but reached an out-of-court settlement. With the drop in computer prices there really isn't any reason why someone could not turn the Ultra Sparc into a home PC especially if Sun would sell it with turnkey solution so that the consumer can buy the box, take it home and plug it into the wall. Prices for CPQ and IBM PCs will drop and so will the price for the Ultra Sparc, but with the Ulta Sparc you've got UNIX and Sun architecture at a reasonable price. Cheers, Mephisto

To: Steve Lee who wrote (39136)	12/14/2000 6:20:42 PM
From: Andy Thomas	Read Replies (1) \| Respond to of 64865

Is SUNW==POS3? (POS1==MU, POS2==DELL) Andy

To: Steve Lee who wrote (39136)	12/15/2000 11:31:42 AM
From: vampire	Respond to of 64865

<<I have an inkling this stock will drop another 25% from here within the next few months. Come on, flame me! >> depends mainly on what the market does - your guess is as good as anyone else's <<If SSTI has a current PE of 8 and a growth rate of 300%, what PE does SUNW with its 30% growth rate deserve? OK the semis which SSTI is classed in with are going through a rough spot, but so are the computing stocks. SUNW is more susceptible to the commoditisation woes of the computer market than SSTI is to the similar worries for the semis.>> i dont think it takes a genius to figure out that SSTI's "300%" growth rate is not sustainable (or at least the market doesn't think it is - the market is valuing it at a long term expected growth rate, not from one year to the next << Truth is you are not gonna get a 5 bagger out of this, probably in most of your lifetimes. To increase fivefold SUNW would need monopoly power, something that only the likes of MSFT or INTC have come near.>> Again, your guess is as good as anyone's but who's to say ten or fifteen years down the line we dont have another "bubble" market - i'm assuming SUNW will be increasing earnings for most of those years too which could create that 5 bagger bty - i dont own sunw (or ssti for that matter)