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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (63221)7/31/2005 9:58:01 PM
From: E_K_S   of 64865
 
Go to slide No. 9 and look at the x86 server growth. It was 105%!

(http://www.sun.com/aboutsun/investor/earnings_releases/call_slides.html#)

The key is if this is a one quarter event or is this the begining of something big like a six or eight quarter run.

The first step is for management to acknowledge their mistakes and then the 2nd thing is for them to make the appropriate changes to fix the mistakes and move the company forward to the new business matrix. Sunw does have a pretty good service revenue stream w/ good margins.

It's a little early to tell if things have begun to turn around. I will be watching the next two quarter x86 sales and would like to see a 100% increase in each quarter.

EKS
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