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

To: Eric.sun who wrote (16128)	5/3/1999 8:02:00 PM
From: Stormweaver	Read Replies (2) \| Respond to of 64865

Some good points, my two cent response: -- re CSCO - SUNW comparisons CSCO and SUNW are actually in very different markets. CSCO is network communications hardware while Sun is computer hardware/OS supplier. CSCO is clearly the dominant player in it's field, while Sun has wider competition not only in the UNIX space but emerging PC players (although some don't agree with me on this). SUNW has an acceptable PE relative to some other comp hardware vendors but it is high based on it's own historical numbers of low to mid twenties; could be a sign of over-valuation but with internet PE's of 1000 or greater this may not be a good metric for the current market. The other danger is part of the price may be based on Sun being partly classed as an internet stock; this is great so long as hardware orders follow for servers. The long term reality though is the net is computer hardware vendor independant. --- re SUNW competition I agree HP/IBM have been fumbling the ball in the UNIX space and as a result SUNW is doing some serious pickup from disolution customers. INTC,AMD,Cyrix are all indirect competitors to SUNW but the real threat to SUNW is PC comp vendors that create configurations that match/surpass SUNW configs for the same or less money; on the desktop or small server. In the high-end CPQ-DEC/TANDEM and IBM have some hardware now that can give the big Sun boxes a run. SUNW defintely has good potential for upside in the near future so long as orders for iron keep pouring in. I see some failings in the desktop strategy that they should be addressing. Also they need to get into something other than comp hardware to help future growth; possibly app software or some net related venture? Cheers James