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


To: Jean M. Gauthier who wrote (11524)10/31/1998 4:06:00 PM
From: John Chatterton  Read Replies (1) | Respond to of 64865
 
I'm intrigued by this interest in SUNW.
Four years ago, when I started investing in high-techs, SUNW's P/E looked too rich for me. So I bought a motley crew of stocks most of which eventually bombed (though I got out with profits, since dissipated in the downturn). SUNW's fundamentals look a lot less threatening now. (Quality is rewarded by price. Cheap companies are that way for a good reason, if nothing more than the risk factor associated with their newness.)
I can testify from having worked at Sun as a contract tech writer that the ultimate driving force behind earnings, productivity, is alive and well in the company. I've never worked in an environment so driven by the work ethic.
I'm also not worried particularly about the threat of NT. I've worked enough with PCs to be offended by the grossness of Windows and Microsoft products in general. Unix is still a better environment for developing server applications. (Though I preferred SunOs to early Solaris, I hear this revision of Solaris is only a fraction as big as NT 4.0.)
As soon as there's a little downturn in the stock, I'm getting in.