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

To: AlienTech who wrote (10918)	8/21/1998 10:24:00 AM
From: Mike Milde	Read Replies (1) \| Respond to of 64865

<< Sun is cheap by some standards but their growth is nothing like the expected growth for companies like AOM, YHOO, AMZN etc.. And who ever said any of the other companies will ever go UP? Maybe they will just stay right where they are for the next 5 years while sun goes UP. >> What differentiates Sun is that they have a solid customer base, almost a market niche. Amazon is very open to competition, while Sun products make up a sizeable portion of the Internet's infrastructure. AOL and YHOO can easily suffer from competition also. As long as the Internet is growing, you will see growth in Sun, Cisco and (I hate it, but it's true), Microsoft. Earnings growth at Sun is impressive, but if you value a company based on earnings growth alone, you're making a big mistake. You want to make sure you still see those earnings 5 years from now too. Mike