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Technology Stocks : All About Sun Microsystems

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To: Charles Tutt who wrote (63421)11/1/2005 1:01:07 PM
From: alydar  Read Replies (2) of 64865
 
Charles,

I am taking the optomistic view here about Sun delaying it quarterly earnings until 11.1. They should have more clearity into the present quarter and if things are starting to ramp up then something more than a "no guidance" reply would go a long way to alleviating the fears of analysts on the street about a possible turnaround. These analysts are joke. A monkey can listen to a earnings report and then go on t.v. and do a thumbs up or down.

My gut is telling me that this quarter was good even hardware and JES. If there is clear signs that subscriptions are accelerating that would be a huge bonus. There is alot to out for. Opteron servers sales, JES ands startoffice subscriptions, chip release dates, STK integration, and I think most importantly support contract growth rates. It should be fun!

Alydar
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