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


To: William T. Katz who wrote (7387)1/28/1998 5:17:00 PM
From: uu  Respond to of 64865
 
Bill:

> I think the NT server/workstation snowball is just gaining
> momentum.


Oh but of course. Sun's thin client/server centric computing model is growing like a mushroom! In this new computing model NT will be a huge hit as a middle tier working with one or more clusters of UNIX servers. As thin client computing grows so would NT, UNIX and thin client machines. Of these 3, Sun is providing both the UNIX servers and thin client machines (as well as its own version of cheap server for middle tier - but NT will most likely be more popular), and it also owns the Java technology that makes all these possible plus more (much much more)!

>How are the longs valuing Sun and what is your target price?

My target price for this year is $60-65, and by the end of 1999 is probably $100-$120. In the short term it will most likely go to $55 (thanks to all the con-artists - i.e. analysts - and paranoid shorters), but then it will come back to settle around $44-$48/shr till the next earnings report due out in April.

Regards,

Addi Jamshidi