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

To: cfimx who wrote (9102)	4/16/1998 4:44:00 PM
From: tiquer	Read Replies (2) \| Respond to of 64865

Sure... but you eat a lot of spicy food... don't you? :-) Roger R

To: cfimx who wrote (9102)	4/16/1998 4:52:00 PM
From: Alok Sinha	Read Replies (1) \| Respond to of 64865

Twister you are amazing. Q to Q revenue is up (12%)- I don't know what you are looking at. Wall street loves high gross margins - that is why software companies trade at high multiples. Coming in at the estimate with higher operating expenses in my view is positive, because they did not sandbag expenses to meet the quarterly EPS target. The doubters (which I admit there is a preponderance of wrt to SUNW stock on Wall Street) have always had intangible reasons (MSFT, NT encroachment, Java and NC failure - all great in theoory and ell rationalized but little bottomline evidence) for doubting SUNW's success. Nothing in the earnings will change that. What SUNW has proven is that even in an extremely tough real world technology environment (you wouldn't know that by valuations), their business model is succesful - that's all. I don't know if "whisper" numbers are accurate, but the stock was certainly behaving as if the EPS would come out below 0.5 Going forward, doubters will continue harping on how SUNW will meet SGI's fate and MSFT will be the only game in town. Till I see evidence on the bottomline, I will continue to hold and accumulate. Regards as always Alok