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

To: chapter11 who wrote (8514)3/24/1998 11:47:00 PM
From: Charles Tutt  Respond to of 64865
 
I dunno. There may be some short-term movement up in MSFT, but do you think people will continue to buy it at huge multiples if revenues are growing less than 20% Y-O-Y?

And I have no idea how the perversity of Wall Street will treat Sun tomorrow -- they could ignore what seems to me to be good news, or even treat it as a negative (e.g. Java will be less prominent if it's not on Microsoft's packaging). We'll just have to wait and see.

JMHO.



To: chapter11 who wrote (8514)3/25/1998 10:01:00 AM
From: chapter11  Respond to of 64865
 
What happens to the Asian woes correction theory now? I myself
thought it must happen but seeing MSFT blast through this quarter
with apparently no Asian impact and COMS missed earnings ignored by
the market, I wonder... The idea of buying MSFT in the 60s by May
seems pretty laughable now. At least I didn't sell any of my SUNW shares.
Still sitting on 70% cash but feeling more and more uncomfortable,
will the opportunities show up?


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