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

To: Stormweaver who wrote (16545)	5/21/1999 8:33:00 PM
From: paul	Read Replies (3) \| Respond to of 64865

"..You should be comparing them to IBM & HP (other iron vendors) who's PEs are in the low 30's. Sun currently is 56..." no wonder you get it all wrong - nevermind your straw man argument that Sun is only an iron vendor ...the market is rewarding Sun with a higher multiple since it is NOT growing like an HP, IBM or Compaq, or NCR, Sequent, Stratus, SGI for that matter. No one is rewarding HP with a premium multiple for growing top line revenues at 3% last quarter or having the technical savvy to come up with a clean room Java implementation. The market is paying a premium for Sun because it has industry leading growth more in common with a CSCO, Dell or MSFT than its competitors and the technology leadership to maintain that lead and grow revenues explosively over time.