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Technology Stocks : All About Sun Microsystems

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To: sixty2nds who wrote (62792)	3/23/2005 10:06:18 AM
From: cfimx	Read Replies (1) of 64865

>> Banc of America believes that SUNW is having a tough qtr and pushing hard to try and make Street ests (co does not give guidance). Firm says feedback from industry contacts is that the high- and mid-range are weak, while volume/demand is reasonable in the 480 and below. Opteron-based servers are gaining incremental traction, though it won't help make a significant dent in potential rev challenges. Firm notes they have been looking at SUNW as a potential turn-around story, but sees no evidence that rev growth or cost cuts are enough to move to a more bullish posture. Remains Neutral.<< well this about sums it up doesn't it? HIGH and MID weak...no surprise. that's the stuff that nobody wants anymore. that's sparc which simply can't compete since its out of the mainstream and being sun setted. opteron/xeon good..no surprise here either. low end won't make up the rev shortfall...now this is the problem. your customers are sending less money to your cfo than they did last year and the year before that. this is going to continue. i don't see much market share shifting. oh something bofa didn't say: This has NOTHING to do with Bush and everything to do with how ONE MAN positioned sun micro many many moons ago. This is called "suffering the consequences" and that applies to current shareholders. you see when things were unreal, THEY sold and got insanely rich. And they sold to YOU GUYS.

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