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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (63685)1/25/2006 3:51:34 AM
From: QwikSand   of 64865
 
I listened to the call and tried to filter out the copious bullshit and listen for key points--a challenging filtering job to be sure. All I care about are products and revenue...the management is good enough to ensure that profits will follow increasing revenue.

The numbers were disappointing and McGowan quickly mumbled the crucial line about revenues from the "standalone Sun business" being down rather than up. Plus, I expect shareholders may get hit with more acquisition-related writedowns for a while.

However, there actually are a few hopeful signs: newly announced computer products have not failed yet and may even be showing signs of life. Therefore Sun should get another quarter or two before any conclusions are reached. IMHO it's still too early to judge the impact of new products.

Stock may drop like a rock for the rest of the week but I still don't think the fat lady has sung.

--QS
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