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


To: Mohan Marette who wrote (5666)11/17/1997 10:34:00 PM
From: Ken Sullivan  Respond to of 64865
 
Mohan,

All of my money is not invested in Sun, mostly Cisco. However, I have been buying Sun lately. See my post 5542.

Thanks,
Ken



To: Mohan Marette who wrote (5666)11/17/1997 11:22:00 PM
From: Ken Sullivan  Read Replies (1) | Respond to of 64865
 
Mohan,

>could you tell me how Java can make money in the future for Sun?

Do you have Dunkin' Donuts stores where you live? They don't make money on donuts. The franchisee pays for each empty styrofoam cup that has the DD logo on it... and each paper sack (bag).... Get it?

This is how I predict Sun will make money from Java ... someday. As I spend more and more time in my browser, and less time in Windows 95 I am thinking sooner rather than later.

What do you think?

ken



To: Mohan Marette who wrote (5666)11/17/1997 11:29:00 PM
From: Ken Sullivan  Respond to of 64865
 
>Lastly, if your money is in Sun, what is that tell us about Cisco????

Mohan,

Cisco speaks for itself.

Cisco's market cap ($58508 million) is now second only to AT&T (79162) in communications stocks....just surpassed Lucent's (55013), ... just a few bucks short of the MV of WorldCOM/MCI combined (30083 + 29277 = 59360).... well over half of IBM's (101223)... gaining on Hewlett Packard (65985).

In the not too distant future the only company in BOTH computers and communications with higher MV than Cisco will be IBM. Maybe John Chambers will be Person of the Year in 1999 as Cisco passes the market cap of IBM.

ken


Quotes represent close of trading on Nov 17, 1997

Company Ticker Close Change Percent Mkt.Cap
----------------------------------------------------------------------
3Com COMS 34.13 3.81 12.58% 11670
Westell WSTL 19.13 1.81 10.47% 695
Dialogic DLGC 42.94 2.56 6.35% 714
WorldCom WCOM 31.19 1.31 4.39% 30083
Ascend ASND 25.44 1.06 4.36% 5083
Lucent LU 84.69 3.50 4.31% 55013
Network Equipment Technologies NWK 15.50 0.63 4.20% 344
America Online AOL 76.06 2.75 3.75% 9042
Madge MADGF 5.94 0.19 3.25% 268
PairGain PAIR 24.44 0.56 2.35% 1837
Newbridge Networks NN 47.50 1.06 2.29% 8105
FORE Systems FORE 18.00 0.38 2.13% 1845
Cisco Systems CSCO 83.06 1.69 2.07% 58508
Nextel NXTL 27.38 0.44 1.63% 6620
Cabletron Systems CS 28.19 0.44 1.57% 4446
MCI MCIC 42.13 0.56 1.35% 29277
AT&T T 48.63 0.63 1.30% 79162
Northern Telecom NT 93.88 1.13 1.21% 24501
DSC Communications DIGI 23.25 0.25 1.09% 2782
Bay Networks BAY 28.81 0.25 0.88% 6356
Sprint FON 57.50 0.00 0.00% 25007
Premisys PRMS 29.75 -0.13 -0.42% 816
PictureTel PCTL 9.56 -0.06 -0.65% 327
Qualcomm QCOM 69.06 -0.75 -1.07% 5020
ADTRAN ADTN 37.88 -0.50 -1.30% 1503
Shiva SHVA 9.59 -0.16 -1.61% 282
Airtouch Communications ATI 39.06 -0.69 -1.73% 19696
Netcom NETC 18.63 -0.38 -1.97% 218
Tellabs TLAB 52.13 -1.31 -2.46% 9723
PSINet PSIX 6.25 -0.19 -2.91% 253