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: KM who wrote (11813)	11/19/1998 2:30:00 PM
From: JC Jaros	Respond to of 64865

"We think there is more to come," says Morgan Stanley's Kraemer. That was an interesting read. Thanks for posting that. Here's a link to a Java item in today's SJ Merc News. sjmercury.com What's more, Baratz said, Sun will work independently of Microsoft to deliver a JDK 1.2 that works well on Windows. ''We will work with other partners to drive this (into the marketplace),'' Baratz said. JCJ

To: KM who wrote (11813)	11/19/1998 2:32:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 64865

If this preliminary ruling stands, Sun's take from licensing Java to the dominant Wintel market could push the company to a more Microsoft-like price-to-earnings multiple. Get real. Sunw is already overvalued.

To: KM who wrote (11813)	11/19/1998 4:16:00 PM
From: Sonki	Respond to of 64865

thanks, truff.. both are fantastic companies. both undervalued ! compared to market pe and market's growth rate. both have "long legs to go upward". i love that article. <its forward P/E of 25 (based on analyst consensus estimates of $2.77 a share for the current fiscal year, which ends in June 1999) is only about half of Microsoft's P/E ratio of 47 for the same fiscal year. >