To: amoezzi who wrote (8754 ) 4/1/1998 10:29:00 PM From: uu Read Replies (1) | Respond to
Hello Abdol:"Jameh Jahan Nama" in order to see what is to come, otherwise I will be living with absolutely nothing to worry about in a beach front mansion in Tahiti instead of working as mid level R&D manager in Silicon Valley!!!Message 3896724 .speculation that can very well end up being absolutely incorrect ! However here is what I base it on:tremendously been increasing its investment in R&D (perhaps at its all time high since its existance as a publicly held company). Although this will have huge long term returns, it will have negative impacts on the earnings in the immediate short term. And considering Sun will most definitely be hurt in revenue and earnings in South East Asia (particularly in Japan) I do not see how they can possibly meet the expectations given their level of R&D spending. Unless of course Europe and/or Middle East come to rescue (thanks mostly to their StarFire line of product).idiotic , IMHO of course, nevertheless in the stock market it is the perception that often drives the price of a stock, and not neccessarily the fundamentals and factual data!bullishness of the so called analysts toward Sun is at its highest. This indicates that the current price reflects an absolute perfect scenerio. Should the slightest negative news come out of Sun all these analysts will start beating up on the company! all ) analysts have the stock at hold or underperform (and sometimes if I am fortunate enough when they have it at sell )! This is mainly because the current price would reflect all horrible and bad news! Examples were AMD, and LSI a few months ago! If you look at a company such as CPQ or VLSI, their stock prices reflect practically the worse case scenerio, and in my opinion it is the best time to buy them. In case of Sun, regretfully, a best case scenerio has been built into the stock and god forbids should the slightest negative news come out of the company you will see the stock being punished harshly!
