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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (42501)3/29/2001 10:23:55 AM
From: Paul Allsing  Read Replies (2) of 64865
 
Certainly possible, but not likely IMO. The hit to JNI's revenue is due to reduced OEM sales to Sun. This is not unlike an earlier situation where the wireless phone part-suppliers started warning before the phone-makers did. Unless Sun had a substantial inventory of JNI OEM cards to work off, I believe this foreshadows a further reduction in servers being built and shipped.

Here's a snip and a link.
Paul

<snip> JNI, which has lost almost 50% in its stock price since Jan. 2, says it's working to offset the softness in its Solaris and non-Solaris-heavy based revenue and volatility exposure by rolling out its Emerald IV product suite. But in a research note to clients, George Elling, analyst at Lehman Brothers, points out that 90% of JNI's sales are derived from original equipment manufacturer sales to Sun. <snip>

forbes.com
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