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

To: uu who wrote (9177)	4/17/1998 10:28:00 PM
From: The Ox	Read Replies (2) \| Respond to of 64865

OTYHOO Neither IBM nor GM can show 20% qtr to qtr sequential revenue growth. YHOO also currently has NET margins around 14%! You don't have to look up IBM or GM's stats to know that they don't come close. The 30 million is for the quarter and the figures you threw out for the blue chips were for the year but I understand what you are saying...it is amazing how small YHOO's yearly revs are (120M) with a 6 billion mkt cap!! One should consider why the market place has hopped on the YHOO bandwagon. At their current rate of growth, YHOO could generate a yearly revenue run rate of billion dollars in less then 2.5 years. This type of growth is quite amazing. I'm not here to justify YHOO's mkt cap, which I think is excessive, but just to throw some impressive #s at you. Those #s are why everyone is currently flocking to YHOO and other Internet-mania stocks. Repectfully, Michael

To: uu who wrote (9177)	4/18/1998 5:06:00 AM
From: JDN	Respond to of 64865

Dear Addi: As usual, a very well thought out post. Congrats. Only thing I disagree with you on is YOUR PERCEPTION that SUNW will drop so low to meet your limit order. I see that happening only on two scenarios either big down market in general, or SUNW misses a street estimate. Otherwise, as the poster before you indicated, SUNW is currently trading at the lower end of its PE channel right now. JDN