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Technology Stocks : All About Sun Microsystems

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From: sixty2nds	7/19/2006 10:47:16 AM
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08:21 IBM IBM: Results mixed for storage companies - Kaufman (74.26 ) -Update- Kaufman believes that IBM's Q2 report last night as positive for Emulex (ELX) and LSI Logic (LSI), slightly negative for QLogic (QLGC), and negative for EMC (EMC) and Network Appliance (NTAP). Firm believes that some of the x-series weakness was due to more aggressive pricing, so x-series unit growth was better than the x-series rev growth may imply. Although this is negative for QLogic (QLGC), firm ests that QLGC grew well at Sun Microsystems (SUNW), which firm's research suggests grew its storage business well in calendar 2Q06. Firm's research suggests that SUNW also experienced strength in the midrange. These strong results by IBM and SUNW are negatives for incumbent midrange storage leaders EMC and NTAP.

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