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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (40074)1/4/2001 1:48:39 PM
From: QwikSand  Read Replies (3) of 64865
 
As I said yesterday during some rant or other, I agree they'll be in the +1 to +3 cents range, but it's already a no-op. The analysts have said it: the only thing that matters is the CC guidance, particularly with respect to the new product roadmap for the fiscal half and calendar year. Louts and criminals though they may be, they will come into the CC with a negative mindset and leave with a more negative one if they don't hear a joyful noise from management.

The only "help" factor on my list is that many of them have already downgraded. I don't think anybody has revised estimates because so far the downgrades have been based on "general IT tightening" and "channel checks", i.e., nothing at all. If they revise estimates down the stock goes lower. It would be nice if they were forced to revise them UP.

--QS
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