SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mephisto who wrote (36806)10/18/2000 6:21:03 PM
From: Charles Tutt  Read Replies (2) of 64865
 
The one (IMHO small) negative item that caused a lot of discussion was that the memory used in Sun machines was at a premium and resulted in increased costs, and thus a decline in margins. Overall, I think the quarter was spectacular -- much better than I expected. Don't forget that the first quarter is traditionally their weakest seasonally, with sequential revenue increases in Q1 quite rare. These guys are doing what they're supposed to -- managing whatever comes their way, including Euro problems, other macroeconomic factors, component supply tightness, recruitment, competition, technological challenges, and all the rest -- and doing it spectacularly.

JMHO, of course.

Charles Tutt (TM)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News