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

To: uu who wrote (5295)11/1/1997 1:50:00 PM
From: Rational  Read Replies (1) | Respond to of 64865
 
Addi:

Thanks for your opinion on MSFT. The thrust of my remark was (let me repeat):

From all your arguments and upbeat notes, I miss the link between JAVA's popularity and SUNW's earnings stream the way MSWindows populatity was linked to MSFT's fortune. SUNW's stock price is under pressure not because of missing a few pennies in earnings (everyone knew it was due to devaluation of SEAsian currencies), it was due to the knowledge for the first time (after the JAVA licensing contract was made public) of how little SUNW made from JAVA.

Can you relate JAVA's popularity to SUNW's future (earnings potential) to command a P/E of say 50? In fact the competition from IBM, HWP and others (using JAVA-based platforms) might even reduce SUNW's future earnings potential, IMHO.

Thanks in advance.



To: uu who wrote (5295)11/1/1997 4:03:00 PM
From: harrypolo  Read Replies (1) | Respond to of 64865
 
Addi, pardon me but you seem to have done a complete about turn on Sun. I suppose your feeling is that both can survive and that Microsoft will come around to cooperating more with Sun. Actually I think both companies are in for a bit of a slowdown in 98 and after that who knows. But I am surprised about your latest posts about buying Microsoft and more Sun as well. I hope for your sake this doesn't turn out to be a zero sum game.
Regards...Harry


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