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Technology Stocks : All About Sun Microsystems

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From: cfimx	7/27/2005 11:58:12 AM
	Read Replies (2) of 64865

you know i looked at this report and wondered what all the HYPE was about in after hours. I thought sun micro went out of its way to confuse investors about its real profitability...a number of reports got it wrong...reporting on the NON gaap basis that sun micro emphasized without digging deeper. the market is now getting it right....problems lie ahead....and this new PR BLITZ from your boys is just a transparent effort to hype reality... "But not every Wall Street watcher was praising Sun Wednesday. Merrill Lynch & Co. analyst and long-term Sun bear Steven Milunovich said Sun's revenue in the fourth quarter was light compared with his expectations. "Sun's year-over-year revenue growth worsened each quarter as comparisons got more difficult," said the analyst, noting that Sun's 1,000 workforce reductions won't be enough. While Milunovich said many analysts are hanging their hats on Sun's upcoming Galaxy servers using Advanced Micro Devices Inc.'s (AMD) semiconductors as a revenue driver, he isn't so sure it will improve Sun's current position. According to Milunovich, his surveys show that a broad base of corporate buyers don't want to partner with Sun or use its operating system. "Sun's renaissance in the 1990s was partly fueled by competitors' mistake, which can't be counted on this time," said the analyst, who rates Sun a neutral. "

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