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

To: paul who wrote (16546)	5/21/1999 10:12:00 PM
From: Charles Tutt	Read Replies (3) \| Respond to of 64865

Not only that, but I don't know where he gets 56. Yahoo! shows it as 48 in their "fundamentals" screen, and Value Line shows it as 44 (or 51 trailing) for a price of 63. I'm with you in thinking P/E/Growth (PEG) is what matters. Edit: BTW, Mary Farrell mentioned SUNW favorably on Wall Street Week tonight. JMHO.

To: paul who wrote (16546)	5/22/1999 12:55:00 AM
From: Stormweaver	Respond to of 64865

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. SUNW is an a UNIX based comp hardware company; chips + iron. Growth has been good up to now but I question growth continuing at the same rate given increased competition; especially X86 + Linux. 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 I'd say that the "market reward" is wrongly attributed to SUNW being internet associated. The net is comp hardware vendor independant. CSCO is #1 in network routing whereas SUNW does not have that same rank in they're industry. p.s. IBM and DEC (and others) played a major technical role in making Java a success (fixing JVM bugs). Far from a Sun only tech effort.

To: paul who wrote (16546)	5/22/1999 8:47:00 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 64865

Paul I could not resist but LOL. Sorry no offence intended. I am very familiar with some names you mentioned (in the real business world ) and it is amaizing how little stock owners know about the real companies and their business prospects. In general, it is important to differentiate between hype and truth. Yes if you make money following the hype that is OK but for your financial health do not convert into a believer of the hype. Remember stocks are pieces of paper which can be sold and bought at market prices nothing more and nothing less. Your "suposed" ownership of a piece of the company - financially meaningless. BWDIK Haim