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

To: JDN who wrote (13512)	1/16/1999 11:44:00 AM
From: Mike Milde	Respond to of 64865

Yep. The new price has a lot to do with future earnings that can't be easily estimated. You must take that into account when valuing a technology company. That doesn't mean it should have a valuation like AOL or Yahoo, but you can't ignore the possibilities of Java and new ties with AOL/Netscape. It is my opinion that A) Most desktop/server apps will be written in Java within 3 years, and B) This will contribute to a huge increase in Sun hardware sales. Mike

To: JDN who wrote (13512)	1/16/1999 1:49:00 PM
From: Howard Bennett	Read Replies (1) \| Respond to of 64865

>When was it updated? 1/13/99 -- First Call earnings estimates (thru Schwab). It contains the earnings estimates for 20 analysts. The mean estimate for FY 1999 is $2.75. For FY 2000 --> $3.30 The report is in PDF format. If you'd like I will email it to you so you can see for yourself. >Does it consider the new relationship between SUNW/AOL/NETSCAPE?? Given that it was updated on the 13th....I would expect that it does. >Thats just the near term, going out further is the SUNW technology >which apparently will be the FUTURE. You know as well as I do that that is the subject of some rigorous debate. Certainly McNealy makes a powerful case -- in my mind at least (but then again I'm not a MSFT fan). But to expect SUNW's <Java> technology to supplant the extensive MSFT vendor interlock in the near-term is a specious argument. BTW. I really like McNealy. He is quite a colorful character. He is often seen here on local San Jose TV stations...commenting on the MSFT trial. You've got to admire his tenaciousness.