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


To: cfimx who wrote (7052)1/19/1998 3:33:00 PM
From: LKO  Read Replies (1) | Respond to of 64865
 
I think the intrinsic growth rate is about 15%

How do you define "intrinsic growth rate" ?

Do you have any arithmetic to show that arrives at 15% ?
[ Such as your (lower) estimates of future earnings vs
those of analysts ]

I do not know the recent arithmetic but 1 year or so ago
(when I last saw some arithmetic) the growth rate projected was
about 22% so the stock seems to be "priced right". Ofcourse
the bullish sentiment is projecting higher growth rate than
this but this is something us stockholders like to hope for
and that is why we take risks....



To: cfimx who wrote (7052)1/19/1998 7:00:00 PM
From: Beachbumm  Read Replies (1) | Respond to of 64865
 
<<We are "after" the intermission.>> That's okay, so long as it's a three-act show and you mean the first intermission!

To continue my operatic metaphor: I recall years ago seeing Tristan und Isolde which must be 4-5 hours long. It was an ordeal! But the last 20 minutes serve up some of the most beautiful music ever written. Okay, so get the CD and forget the 4 hours of Tristan singing to Isolde and vice versa. At the second intermission I ran into some acquaintances in the lobby. They were leaving. Wait, I said, where are you going? Tristan is getting ready to kick the bucket. We know, they said, we want to leave while it's still happy!

Hopefully, all SUNW bulls will get to leave while it's still happy. But that's what makes for an interesting debate. Is the party early or late?

Beachbumm