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


To: Cautious_Optimist who wrote (50260)7/9/2002 1:09:32 PM
From: Elroy  Read Replies (2) | Respond to of 64865
 
By comparison with the previous 10 months, Sun is at its cheapest valuation with its best outlook (of the past ten months). Revenues are heading up, gross margins heading up, and profitability achieved. Each line item in the June Q report will be better that the same line items in the preceding 3 quarters, and the shares are below any level of the past three quarters.

I'm buying Sun because that disconnect (declining share price with improving fundamentals) cannot continue indefinitely, and the main thing that reverses it is the quarterly reports.

The question you should ask is who is selling Sun at these levels?

Elroy