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


To: E_K_S who wrote (40506)1/18/2001 2:31:01 AM
From: Charles Tutt  Respond to of 64865
 
My sister called me from work (in Silicon Valley) today. She was sitting in the dark, but at least the phones still worked.

I think I saw an article that blamed the California power shortage on all the Internet infrastructure out there. Those big centers consume the watts.

JMHO.

Charles Tutt (TM)



To: E_K_S who wrote (40506)1/18/2001 8:36:56 AM
From: Sonki  Respond to of 64865
 
eric, sunw price/sales is 6, peg 1.3. If we contiunue to grow at 23-26% going forward. We can be at $66 in Jun 01 if we can trade at 3 peg. Because sunw has such a low price to sales it can trade to 3 peg easier then csco, emc etc.
price/sales for emc 18, sunw 6, csco 13, msft 12.


Sunw is suppose to see erning growth of 55% yoy if we meet the numbers.

In the conf call we shd hear more about the storage.

Since everyone has downgraded the stock can go up from here. I analyzed most of the analysts who upgraded the stock in july and now have down graded and I expect them to upgrade again in JULY.

I picked up lots of jdsu last decemeber around $40.
This is still a good buy here.
Have u seen all the eda sw companies take off? CDN, Avnt, snps and ment? checkout the chart. Incredible amount of value stocks are going up.
finance.yahoo.com

Take a look at PSEM ... put it on your watch list.



To: E_K_S who wrote (40506)1/18/2001 1:35:32 PM
From: Dennis  Respond to of 64865
 
Eric

you wrote: "GE produces the efficient turbines and SUNW produces all those internet appliances that will monitor and control the electric Home and business usage. For example, if these SUNW devises can turn on and off and schedule appliances for off peak usage times it will help users more efficiently utilize the current available electricity. This alone will help conserve and save electricity."

I'm beginning to understand why Jack put Scotty on the board......ggggg

Good Luck All