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

To: Charles Tutt who wrote (7132)	1/21/1998 12:47:00 AM
From: Byron Xiao	Read Replies (1) \| Respond to of 64865

OK, Charlie, here it is: Dell Computer INCOME STATEMENT ($Mil): 12mos(3) 1997 1996 1995 1994 1993 Revenues: 11002.0 7759.0 5296.0 3475.3 2873.2 2013.9 Net Income: 848.0 531.0 272.0 149.2 -35.9 101.6 EPS($): 2.32 1.39 .67 .43 -.14 .33 Sun Microsystem INCOME STATEMENT ($Mil): 12mos(2) 1997 1996 1995 1994 1993 Revenues: 9206.5 8598.3 7094.8 5901.9 4689.9 4308.6 Net Income: 718.5 762.4 476.4 355.8 195.8 156.7 EPS($): 1.86 1.96 1.21 .91 .51 .38 If you look at it, in terms of Net Income growth and EPS growth, SUNW aren't even in DELL ballpark. I think DELL having a higher PE than SUNW is justifiable, base on the earning growth. Even with a PE of 40, DELL might be cheaper than SUNW with a PE of 23.

To: Charles Tutt who wrote (7132)	1/21/1998 12:55:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 64865

Charles, some growth rates are below. Warning: I have NOT double checked this data for accuracy. GM Most Recent Financial Data DELL SUNW Jan 1997 Jun 1997 1 Year % 147.7 39.8 2 Year % 126.2 85.4 Share 3 Year % 74.1 69.7 4 Year % 51.6 38.7 5 Year % 55.4 33.9 6 Year % 60.6 25.0 7 Year % 64.0 23.7 8 Year % 37.3 26.9 --------------------------------------------- 1 Year % 46.5 21.2 2 Year % 49.4 20.7 3 Year % 39.3 22.4 4 Year % 40.1 18.9 Sales 5 Year % 54.2 19.1 6 Year % 55.6 17.8 7 Year % 53.4 19.5 8 Year % 53.0 21.9 ---------------------------------------------- 1 Year % 104.2 60.0 2 Year % 94.5 46.4 Net 3 Year % 57.3 Income 4 Year % 51.2 48.5 5 Year % 59.8 34.5 6 Year % 64.1 26.0 7 Year % 94.1 31.7 8 Year % 56.9 37.2 ---------------------------------------------- 1 Year % 107.5 62.0 2 Year % 79.8 46.8 Earn. 3 Year % 56.6 per 4 Year % 43.3 50.7 share 5 Year % 50.5 35.4 6 Year % 50.4 26.9 7 Year % 73.0 30.1 8 Year % 34.5 33.9