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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (47588)3/4/2002 3:12:30 PM
From: techtonicbull  Read Replies (1) of 64865
 
Sunw due to ORCL sure, but down also due to ML Milunovich commenting that business is "soft" in the channels. He thinks that the mid-quarter update will be negative. I think the opposite. I believe that the channel samples are not fully accounted for. Laura Conigliaro also feels the same way, but is a little more optimistic that business IT spending can do more than just drag on the bottom as she describes it.
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