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

To: Sonki who wrote (11323)	10/15/1998 11:20:00 PM
From: JC Jaros	Read Replies (2) \| Respond to of 64865

when do you see 60 by? i do not see it till next june, sunw is slow to move..could you summerisize the conf call? I see $60 by the end of the month (trick or treat). To boil the numbers and subsequent discussion down to it's essence, I suppose it's "SUNW = 20%", despite objections from the CFO. You can of course extrapolate that from today's $50 (+20%) to be $60 in June or a year from now. But, there are two things in particular, I feel, that are likely to increase the multiple. Thing one is that SUNW is telling a credible SW/Service business story (which this quarter is inclusive of Solaris 2.7 focus) that is setting a tone apart from the 'hardware' PE. Thing two is that now and in the coming couple of quarters, there aren't likely to BE many companies with a 20% growth rate competing for the dollars seeking equities. JMHO JCJ