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

To: cfimx who wrote (7068)1/19/1998 6:32:00 PM
From: LKO  Read Replies (2) | Respond to of 64865
 
Take a look at the blended growth rate for the last two quarters.
By intrinsic, I mean the rate of growth in the end user markets
Sunw targets.

I am not sure I still get it. Here are the numbers for the recent
quarters going back....

0.57
0.41
0.61
0.51
0.46
0.32

If I just look at last two (0.57-0.41)/0.41 gives me 39% but
I would not go on a limb and call that "growth rate" yet :-)

I still do not see what this "blended growth rate" of 15% is.

And I still do not understand "intrinsic" definition. My
definition while considering P/E is what shows up in the financial
numbers (actual or estimates).

The estimates and future outlook ofcourse is subject to change
and speculation...



To: cfimx who wrote (7068)1/20/1998 2:35:00 AM
From: Andy M.  Read Replies (1) | Respond to of 64865
 
Twister,
Using your logic about "intrinsic" growth rates, should we conclude that Microsoft will only grow at 15% since one of the markets it targets--the consumer market--grew at about that rate in 1997? (see: biz.yahoo.com )
Or is the business market growing so much faster? Or is your point about intrinsic growth rate not all that conclusive?
Andy


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