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


To: marvin litman who wrote (8313)3/13/1998 12:20:00 AM
From: Kal  Respond to of 64865
 
I don't agree. They won't necessarily take a beating in the next few days, but over few weeks when earnings start coming out. Besides, market makers and the big guys make money with the market movement up or down. IMHO, there'snt much up movement.
The idea is not whether there are good buys out there, but rather how realistic the exuberance is, which i think is too high.
of course, all IMHO.



To: marvin litman who wrote (8313)3/13/1998 12:27:00 AM
From: Kashish King  Read Replies (1) | Respond to of 64865
 
Marvin, I'll go out on a limb and say that Sun will bounce nicely tomorrow based on good results from Oracle. Check out the Java and Microsoft articles, too:

infoworld.com



To: marvin litman who wrote (8313)3/13/1998 8:56:00 AM
From: Jean M. Gauthier  Respond to of 64865
 
In that spirit, please note:

Here are Bloomberg's picks , the 30 stocks that passed the test.

Award Software

Veritas Software

Bio-Technology General

Amgen

OrcCAD

MicroSoft

Phoenix Intl

Peerless Systems

Remedy

VideoServer

Visio

Etec Systems

Ultratech Stepper

BMC Software

JDA Softwrae Group

Wind River Systems

Performance Technologies

Novellus Systems

Cabletron Systems

Coherent Comm Systems

The Vantive Corporation

Davox

Cisco Systems

Applied Magnetics

Atmel

Altera

PairGain Technologies

Storage Computer

Intel

Citrix Systems

Electronics for Imaging

Glenayre Technologies

Ascend Communications

Sterling Commerce

EMC

These are the 30, based on fundamentals, and finance, growth, and the other things like price to book, sales,profit margins, return on equity, inventory turnover, r&d to sales etc

that Bloomberg Personal thinks are the best bets...

Another small bunch of big names did not quite make the grade, I think mostly because of slighly lower, or more inconsistent returns

Here are the Honorable mentions:

1- Genentech
2- BioGen
3- Chiron
4- Netscape Comms
5- Pharmacia & Upjohn
6- Oracle
7- Sun MicroSystems
8- Motorola
9- Bristol-Meyer Squibb
10-Apple Computer
11-IBM
12-ComPaq &
13- Dell

Let me know what you guys think. This is the personal magazine of a leader in the industry, well-respected like Mr Bloomberg.

Anyway, for what it's worth

Take care
Jean