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

To: Labrador who wrote (15176)	4/5/1999 9:42:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

Cisco's market cap is roughly 4X Sun's - 190 Billion vs. 50 Billion with roughly the same revenue streams. The point here is not to make a detailed study of Sun vs. Cisco but that the market will grant a high premium to a select group of stocks that are leaders in their field (helps if your an internet play too) - Sun is joining this group and is making up for lost time - fast as both an infrastructure play (like Cisco), Software (Java, Netscape), and emerging (smart appliance, settop, etc). Is Sun overvalued? maybe - does Sun have a lot more room to run? definately.

To: Labrador who wrote (15176)	4/5/1999 10:46:00 PM
From: Dale J.	Read Replies (2) \| Respond to of 64865

Labrador, I value it primarily on past performance, current fundamentals and earnings forecasts. SUNW grew sales by only 13% last year, compared to CSCO which grew sales about 31%. Sales growth last Qtr for SUNW was just over 13%. I think SUNW will face increased pricing pressure from HWP and IBM on the Unix side and reduced market share in the overall server market as WINTEL moves up the ladder. Many dismiss my posts as nonsense and don't believe SUNW's growth will slow, but the slowing growth has already happened. SUNW had a history of 35% growth, then it fell to 25%, then 20% and now it is down to about 13-16% range. It will get worse IMO.