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: Jerry Olson who wrote (13721)	1/21/1999 1:50:00 PM
From: Crazy Canuck	Read Replies (2) \| Respond to of 64865

Tonight on Business Center on CNBC (I don't know the time) they just announced that Scott McNealy will be on to discuss how SUNW will be connecting appliances etc. together. Should be interesting.

To: Jerry Olson who wrote (13721)	1/21/1999 1:50:00 PM
From: Dennis	Read Replies (1) \| Respond to of 64865

This has got to be good for the entire sector for the rest of 1999 To: johnd (14859 ) From: Sonki Thursday, Jan 21 1999 1:47AM ET Reply # of 14903 dear john. i can argue w. your numbers i will just go w. my gut feelings.. Do you see all these analysts are bullish? well they are all wrong. they should be even more bullish w. their numbers but they listen to "the company's guidence" ! Natually msft needs to be beat numbers so they have to talk down. In the end all works out. we should be so lucky if we go down to 120ish but i doubt. ======================================================= . PaineWebber raised FY99 EPS estimate from $2.37 to $2.56 and FY2000 estimate to $3.13 from $2.90. They also raised their 12-month price target to $200, based on 70 times its CY99 EPS. They believe that MSFT could support a P/E less than 2 times its growth rate. They expect MSFT to continue to benefit from robust PC sales in 1999 due to low channel inventory. End-user PC demand is expected to grow at 17%, which should drive shipments up 22% and PaineWebber believes that MSFT's March and June quarters are likely to be even better. Salomon Smith Barney is also bullish on the stock with a 12-month price target of $200. They also raised their 1999 and 2000 earnings estimate.