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Technology Stocks : All About Sun Microsystems

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From: sixty2nds	1/14/2005 11:21:37 AM
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14-Jan-05 08:49 ET In Play Dot Hill Systems still a bright spot in Sun Micro - Susquehanna (HILL) 6.92 : Susquehanna believes there is upside to Street ests for HILL in 2005. Firm notes the stock is trading at a significant discount to the storage group, and although more than 80% of revenue comes from SUNW, they expect SUNW's low-end storage to grow as SUNW focuses on entry-level servers. Based on SUNW's network storage results and their own checks with SUNW resellers indicating robust demand, firm is confident HILL will beat the high end of guidance of $64 mln in rev and $0.10 of pro forma EPS. Firm notes that HILL's total S.A.T.A.-based storage sales last qtr were $2 mln, and they believe this should exceed $5 mln this qtr. Firm believes another positive is that SUNW is growing on low end, which benefits HILL.

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