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: marvin litman who wrote (12268)	12/1/1998 9:45:00 PM
From: Scotsman	Respond to of 64865

OK, kinda of new to the thread, although I posted in the past when I was in my anti MSFT mode. Now the question I have is this: is the price too high now to enter and should I wait for a pull back, or should I go ahead and enter at this price. I am fairly long term, ie 3-5 years, but I don't like getting into something and have it fall 20%, like I have had some high techs in the past. My own niave thoughts on Sun is that it is the big winner of the AOL deal. Regardless of what happens, they will gain the entry into the markets they want. Also I don't think the MSFT NT is that much of a threat at this time as they can't use their muscle to force the competition out as they have in the past with the DOJ breathing down their neck. They must be very careful. And I think the trust case against them has been strengthened by the buyout of NSCP, not weakened. Regardless, it has hamstrung MSFT for now and opened a great opportunity for Sun. One last comment somewhat off topic about DELL. Dells company model gave it a huge advantage when componant prices were falling. And they happened to come into their own when Asia hit, hence even greater returns than normal. I don't know if that is going to continue. I am primarily a hardware investor, where there are currently massive values, and the sector has appeared to have turned up. So componant prices may be also coming up. It will be interesting to see if Dell can continue with their stellar earnings in this environment. By the way, I am sending this on my Dell, which is a great computer.

To: marvin litman who wrote (12268)	12/2/1998 12:12:00 AM
From: uu	Respond to of 64865

Hi Marvin: > I do not think the valuations on Sun are to high. Oh I agree with you 100%. SUNW is going higher and higher and of course it will not be a straight line all the way to the sky. Like I said before for me SUNW is an equity that I would like to pass on to my children and grand children. My point was with the current high speculation in the market things may get ugly like they did back in August-Sptember time frame. When the market hits the top the good (e.g stocks such as SUNW, INTC, LSI, MSFT, etc.), the bad (e.g. small stocks such as ASPX), and the ugly (e.g. most of these internet stocks with absolutely no fundamentals justifying their current valuations from ELNK, to the penny internet stocks being hyped to go to the moon) will all be punished! It is during this period that one should have the available cash to buy the good stocks being punished! Regards, Addi Jamshidi P.S - As for ASPX, that company is doomed to suffer as long as Bruce Moore - the most incompetent CEO in the entire Universe - is running the company. However, because of the recent deal between AOL and NSCP and since AOL is one of the major customers of ASPX (or at least it was), Sun may - just may - consider buying ASPX. But of course this is a highly speculative thought and perhaps a wishful thinking on my part for Sun to come and rescue ASPX share holders from the misery!!