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

To: cfimx who wrote (59279)	3/8/2004 6:49:37 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

diversifying to the consumer businesses is a poor market strategy, margins in consumer electronics are nonexistant. Nobody in tech looks that good, the whole economy is sick with gas potentially going up another 20%. To focus on sun is silly.

To: cfimx who wrote (59279)	3/9/2004 2:54:52 AM
From: Elroy	Read Replies (1) \| Respond to of 64865

the only problem dell has is over valuation Dell's EPS over the next four quarters is forecast to rise 21% over the preceding four quarters ($1.24 vs. $1.02). Dell's next twelve months PE is 25x. 13% of Dell's market capitalization is cash. Why does 25x PE for a 21% grower seem expensive to you? LXK is at 22x and forecast to grow EPS at 11% IBM is at 19x and forecast to grow EPS at 14% SUNW is forecast to have negative EPS over the next 4 quarters.... Considering they are gaining share, generating significant cash and seem well positioned to benefit from numerous LONG TERM trends, Dell seems cheap to me relative to other "well positioned" tech stocks. Elroy