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

To: Xpiderman who wrote (6213)12/16/1997 7:08:00 PM
From: Kal  Read Replies (1) | Respond to of 64865
 
All,
just wondering, how does this alliance bode on HP? just curious



To: Xpiderman who wrote (6213)12/16/1997 11:49:00 PM
From: Kashish King  Respond to of 64865
 
Technically it's clearly an NT killer but what's really going to strangle NT are killer applications such as IBM's $49 eSuite. Solaris on Merced should easily slaughter NT in several key markets but let's not forget the bludgeoning power of low-cost, Intel-based NCs either.



To: Xpiderman who wrote (6213)12/17/1997 9:24:00 PM
From: Sonki  Respond to of 64865
 
what kind of PE do u think sunw could fetch if people start seeing the company as a sw company ? in mid 99. i m already looking at 99 erning and thining hum..

u know when ibm was in dump last yr it was at 9 pe today its at 18pe.

ibm has lots of sw and sw srv business. i wonder if sunw pe
could be would be viewed differently as ernin estimates change.


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