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

To: uu who wrote (6407)	12/26/1997 3:36:00 PM
From: H. Wai	Read Replies (1) \| Respond to of 64865

Addi, Could you explain why you think there is direct relationship between the expected expansion in SUNW's P/E and its short interest? Thanks. H.Wai

To: uu who wrote (6407)	12/27/1997 12:28:00 PM
From: Eubie	Respond to of 64865

Regarding the shorts between 11/15-12/15/97. Most of the sales (short) between the 11/15-12/15/97 were done between stock prices of $35-$38 in that period. Notice that above a closing price of $39 SUNW moves fairly quickly to $40 plus on a cover and probably gets re-shorted. Eubie

To: uu who wrote (6407)	12/28/1997 2:40:00 PM
From: Sonki	Read Replies (2) \| Respond to of 64865

addi, i agree with you though not quite 30-40 pe. as sun is not 100% sw company. 99 earning(june of 99) that is not revised up yet for merced. at pe of 25 to 30 we get the following targets. i made the follwoing table using zack june 99 erning for msft and sunw earning. note: Merced related earning is not in the picture. but also note sunw has moved from 1.7 to 1.5, inte = 2.0 and msft 1.8 the followig table shows best, worst case for pe and targets. ..........todays'pe... optimistic pe..........worst case pe. msft: 3.96 * 44.7 = 177 50 = 198.............. 35pe = 138.6 sunw: 2.70 * 20.0 = 54 { 25= 67 \|30 = 81 } 15pe = 40.5 would some one care to comment on my worst case pe, could you see it lower in a bear market? Point is if I m right about worst case there is a no loose situation in both of these stocks. Msft at 120 has a slight better upside in the worst case. On the other hand, SUNW has 100% upside while msft has 65% upside in the best case. anycommnets will be appriciated.