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

To: Dennis who wrote (13843)	1/21/1999 7:38:00 PM
From: Mephisto	Read Replies (2) \| Respond to of 64865

Dennis, aren't U glad that you bought Sun stock?????? :D

To: Dennis who wrote (13843)	1/21/1999 7:44:00 PM
From: Andy M.	Respond to of 64865

You know the earnings this quarter remind me of a lot of the earnings reports when Sun had a p/e in the 20s: revenue and earnings growth between 15 and 25%. Now they've got a p/e around 50. People were starting to think this was another Dell, and not blowing out the estimates is going to take a lot of air out of this stock, I'm afraid. I think Addi's right: revisiting the 70s is not out of the question. Sun's fundamentals haven't changed as much as the price has: it's still building out aggressively into new areas, like big servers, and storage, and now this end-to-end telecom thing to compensate for slow but sure erosion from NT. It's amazing that they've continued to grow so well given the threat to their former-bread-and-butter workstation business. Sun is still swimming upstream, though the market has forgotten about that recently. Andy