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To: Greg Jung who wrote (7089)2/25/1999 12:56:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 8002
 
Greg,

maybe some real revenue growth can happen and that can go quickly to the bottom line, given that the selling capacity exceeds demand

huh? this is exactly the problem and it will hit the bottom line really hard.

With Merrill jumping on the overbought technology bandwagon and Sun 4x its cash-flow value,

I did not know there is an over bought tech bandwagon, the reverse may be true. I don't know what number you are talking about regarding SUN. 4X cash flow? You must be talking about 4X sales. Sounds like you need to do some homework. SUN is a great company but it is very very expensive right now.

Ramsey



To: Greg Jung who wrote (7089)2/26/1999 6:14:00 PM
From: D. Swiss  Read Replies (3) | Respond to of 8002
 
I just spoke to IR, they are comfortable with the estimates and I smell a splitsky coming.

:o)

Drew