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


To: im a survivor who wrote (41127)2/11/2001 11:17:37 AM
From: techtonicbull  Read Replies (1) | Respond to of 64865
 
Sun Microsystems price lies in this sequential earnings table

95 96 97 98 99 00


Sept .03 .04 .05 .06 .08 .15


Dec .04 .06 .07 .08 .11 .16


Mar .05 .06 .07 .09 .13

June.05 .08 .09 .12 .20

Yr .17 .24 .29 .35 .51

Sun Microsystems has consistently grew at a 25% to 35% rate since I own the company in 1995.

Why should this "automatically" stop in 2001? Why are some of the smartest and strategic executives and managers at SUN going to "lay down and die" all of a sudden?

I don't believe so!

I would like to talk to you about the substance and body of your post privately.

In the meantime, I think SUNW is a virtual "steal" at its 52 week low right now based on its past growth rate.

Remember, there is nothing going on to indicate that fundamentally anything has changed except they are probably meaner and leaner and hungrier than ever before because of this market.



To: im a survivor who wrote (41127)2/13/2001 1:57:21 AM
From: daddyo2  Read Replies (1) | Respond to of 64865
 
just copied it real quick from the mag for your info

$21 fair value, selling at 32. Sun's server computers have been in the sweept spot of the recent capital spending cycle, but that cycle is slowing. Even after a nearly 50% drop since late October, its stock is priced for perfection, trading at 45 times expected 2001 earnings.>>

above came from page 59, Feb 2001 worth magazine. article by scott schermerhorn who co-heads the value group at liberty funds in boston.

he also said avoid cisco, coca cola, gillette, hewlett packard, ibm, nokia and sirius satellite