SUN microsystems: 7/18/96 quarterly report - BIG! Message Board

STOCKTALK

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 : SUN microsystems: 7/18/96 quarterly report - BIG!

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Carmine Cammarosano who wrote (102)	7/18/1996 1:13:00 PM
From: Joe Rizzo	of 386

Two comments about earnings. Seagate in its conference call said that it did basic maintenance on all its production lines except for the 2-4 Gig drives. Since Sun is Seagate's biggest customer, I assume that these drives are slated for Sun. Any thoughts? Is this logical? Steve Milunovich, the computer analyst at Morgan Stanley, told a hedge fund analyst friend of mine that Sun is subcontracting out production because it can not meet demand. Has anyone else heard this? Also in his PC Expo speech, Scott mentioned that analysts' were projecting $2 billion in revenues for this quarter. Scott never mentions projections; thus he must be very comfortable with that number. Finally, I have to think Sun's Gross margins are very good because of the decline in Dram and Drive prices. Joe Rizzo JMR Trading PS I would be very surprised if Sun doesn't beat the estimates.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next