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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: JC Jaros who wrote (51619)10/19/2000 10:35:53 AM
From: Tony Viola  Read Replies (1) of 74651
 
JC, how come Sun gets away with less than 1% sequential revenue growth, i.e., 2Q2000 to 3Q2000? Other companies get slammed for this type thing. Splain.

Revenue soared 60 percent to $5.05 billion from $3.15 billion as customers snapped up high-end computers and data-storage equipment for managing Internet commerce and serving up Web pages.

Now look at the bottom right number in the SI financials below.

REVENUE
Quarters 1997 1998 1999 2000
SEP 1,859,019 2,098,604 2,509,340 3,145,556
DEC 2,081,588 2,450,243 2,802,952 3,553,923
MAR 2,114,618 2,360,928 2,956,394 4,004,689
JUN 2,543,121 2,881,065 3,537,314 5,016,832

I also heard gross margins are coming down? A little heat from the industry standard servers that are at least 3 to 1 better in price/performance? Enjoy SUNW while you can.

Tony
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