Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Watkins who wrote (9449)	5/1/1998 4:11:00 PM
From: The Ox	Read Replies (1) \| Respond to of 64865

While most on this board will disagree with me, I don't think SUNW's stock performance is all that bad. At least since I last purchased at 28 a little over a year ago. While the quick run to the low 50s took me by surprise, this company's fundamentals didn't support the stock at that price, at that time, IMO. The company is growing at a 15 to 20% clip and therefore should be trading at PE of 18 to 25 or somewhere in that range. I think this is a great company with a very solid future. One year from now when the stock is trading in the mid 50s (my prediction), I will also be very pleased with my return. All those people who bought SUNW over 50 are the ones whining the most. Those same people probably didn't do their homework. I strongly agree with Addi that SUNW looks attractive at 38 and is a strong buy in the 35 and under range. I firmly believe that the new storage line will bring in serious revenue and we may have to adjust upward the future growth %. But for now this company seems like a decent value at 42 but not exceptional. While I'd like this stock to double as much as the next SUNW holder, I also try to keep the stock price in perspective. All the MSFT bashing or McNeely bashing doesn't affect the stock's price. Growth, revenue, products! All of these SUNW has and will continue to have in the future. Sit back and enjoy the ride, or get off at the next stop and choose another destination. Repectfully, Michael

To: Michael Watkins who wrote (9449)	5/1/1998 4:38:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

Michael, Where is it documented that NT outperforms Solaris? I'd like to see it. Right now NT's calling card is it's support for MSFT applications & price. Since SUNW's announcement of its low-end workgroup servers & the Ultra-5 & 10 workstations, price is no longer an issue. We have heard again, and again, and again, that SUNW is the server of choice for high and mid-level enterprise solutions. It out-muscles NT in speed, throughput, scalability, and reliablity. SUNW low-end servers outperform anything CPQ or DELL has come up with. That, my friend, is superior technology and execution, when compared to MSFT's abysmal failure with their Wolfpack Clustering, & "scalability day" ('97) attempts at entering the Enterprise market. All I hear about NT is promises for the future & what it will be able to do. I'm afraid that doesn't cut the mustard with IT managers, who have relegated it to low-end print & file servers, thus far. Wall St. has 20-20 hindsight and runs on innuendo, gossip, and rumor. VERY FEW of the analysts have the foresight that drives industry to produce better products and services at lower prices while still making a profit. If they did, they wouldn't be hawking equities like used-car salesmen. Common, mid-level IT buyers are more tech savvy than the tech analysts at Goldman-Sachs or DLJ, and the pitch used by SUNW sales reps of price/performance & reliability gets them on the customer's short list every time. IT managers tend to be very pragmatic, so they don't respond to the typical marketing bafflegab that grabs retail consumers. They aren't buying toys, they're buying equipment. If you can't comprehend that message, then you're posting on the wrong thread. Just yesterday, I read a typical article (may have been a press release) talking about SUNW's new Ultra's. It contained price cuts, performance improvements, new server management software written in Java, ISV programs, & sales & support initiatives. What's so confusing about that? It's a comprehensive approach to selling & servicing their products. Apparantly Ericsson, Nokia, Sony, MCI, Motorola, IBM, Fujitsu, Siemens, TCI, The US Postal Service, Intel, Baan, Oracle, SAP, PeopleSoft etc... aren't bothered by Scott's behavior on camera. So what's your problem? cheers, cherylw