Hi people,
I think you guys (and gals) here take for a pretty levelheaded person on this thread...
I am not a "raging Bull" but believe in SUN, since 1997 when I first invested...
Well, you "shorts" and "thread morons", listen UP!
I had a SUN Night last night, and FWIW, I got the following information.....
1- I am reasonably confident that SUN will exceed 26% sales growth, and will PROBABLY hit 30%.... I expect 30% , based on the sales guys shaking thei heads and saying to me "it's going to be a VERY GOOD quarter"
2- Some people told me that 4 Billion is NOT out of the question in Sales for the quarter !
3- The SUN employees I talked to said that if it had NOT been for the tech wreck, a SPLIT was assured... Now, they all seem to think that it is a pretty remote possibility
4- They finally told me that the backlog will "probably" have INCREASED from Last quarter, and that the new quarter was already starting very well..
I also got good information on JDSU, with employees buying as much og their stock as possible, anticipating over 60% + sales growth for the quarter just finishing...
Take care everyone
Jean
P.S. I am canadian, so please, don't anyone PM me about "insider info & trading". Not the same game here in canada... I am just passing observations on long discussions I had last night |
