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

To: uu who wrote (14098)	1/29/1999 4:50:00 PM
From: Byron Xiao	Read Replies (1) \| Respond to of 64865

Can anyone explain why SUNW and CSCO price has packed with each other during the last 10-15 days? I have both stocks, I just don't know why they have the same stock price. I have never seen two stocks have almost the exact price for 10-15 days.

To: uu who wrote (14098)	1/29/1999 9:15:00 PM
From: Sonki	Read Replies (1) \| Respond to of 64865

addi, Sun does not exist in the SOLARis system by itself. In LIGHT of other stocks whose pe have flew to the sky sunw still only has forward pe of 33. yes that's right.. now compare that to pe of other big stocks and what technological invoations these companies have to offer to their customers finally stock price goes up w. the earning and what customers will pay for SUNW products. yup ! only other stock that still has value and i would buy today is orcl and i have been saying these for weeks. I own all of the following. Inspite of big gains u hear in msft , % wise (which is what goes in ur pocket) this is what has happend. and the trend will continue. our universe has changed, landscape is changing, street for paying for these stocks in advance techstocks.com have a good weekend and don't get too much sunw tan. get some orcl 2!

To: uu who wrote (14098)	1/30/1999 7:13:00 PM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear Addi: Normally, I would agree with you, also I have followed your posts for a very long time and know that you are an informed thinker. But this time, I think you may be missing the forest for the trees. I dont think the PAST fundamentals have anything to do with SUNW's current RAGE. I think we are now a bonafide internet stock play. IMHO we make a hell of a lot more sense than all those .COMS selling at outrageous prices. First off we have the type of product that excels if the internet is growing, secondly we have a language that looks now (after only 3 1/2 yrs) will take its place AT LEAST alongside Microsoft Windows and finally we now have JINI. JINI may not put anything to the bottom line this year but after seeing all the huge companies that are signing on to that technology I have to believe this may well be the biggest thing of all. JDN ps: I will be a buyer at 90 or less. I dont intend to sell this stock in the foreseeable future so dips dont bother me.

To: uu who wrote (14098)	1/30/1999 9:25:00 PM
From: amoezzi	Respond to of 64865

Hello Addi, You are correct under normal circumstances. But what if the laws are changing. In late nineteenth century, Heri Pointcare, the great French mathematician wrote a number of essays on the same subject. As an example, if your yard stick changes its length and at the same time F = M x a changes to F = m x (a)**1.00001, would you be able to detect this? IMHO rules of market are constantly changing and we have to consider this fact very seriously! Regards, Abdol Ali Moezzi

To: uu who wrote (14098)	1/30/1999 10:03:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 64865

Sun: Poised to Join Tech Elite Upside Tech Markets February 01, 1999 by Aaron Goldberg upside.com To identify emerging leaders, analysts must look beyond an elite company's activities and try to detect major alterations in an industry's structure--change, after all, gives rise to opportunity. The last sea change in the tech industry was the move from big systems to PCs. Think about it: Did Intel matter before PCs drove the computing business? We're now at another such juncture: The movement from the PC economy to the Internet economy is happening in real time. We can expect new leaders to emerge from this major shift, and Sun is the No. 1 contender. To join the leaders, a company must meet twin imperatives: It must adapt to a major shift in business and own some key standard. Sun meets both requirements. While naysayers have expressed valid concerns about Sun's ability to generate short-term revenue and promote the key platforms Java and Jini, I believe the company is do- ing reasonably well on both counts. Java is achieving--at a minimum--cult popularity among developers. And Jini, a Java-based networking infrastructure, is conceptually way ahead of the alternatives. It's too early to say that Sun has "blown it" with either environment, as some pundits have suggested. The key to Java's long-term success is to get more programmers to use it, not to make money from it now. On that front, Java has come from nowhere to become a major development platform in a short time. ... It's not Java and Jini alone that make Sun a leader-to-be. Perception is key, too--and this is where I think Sun has done a great tactical job. The company has positioned its hardware products, especially the server line, as options that must be evaluated if an end-user company is doing "anything on the Web." In our database of more than 130,000 U.S. businesses, we frequently see Sun servers installed to run Web applications within companies where Sun has made no other sales. In the high-tech industry, the long-term rewards are significantly larger for market leaders than for companies that are merely executing the status quo. Entry into this elite group is difficult, and it requires a complete set of technologies and platforms, strategic commitment and a marketing and sales campaign--and, oh yeah, you have to be right about all three. That's why leadership is hard to achieve. It's also why I think Sun is about to join the leaders' club. Best of luck.