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Technology Stocks : All About Sun Microsystems

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To: Carl Wysocki who wrote (11317)	10/15/1998 9:52:00 PM
From: JC Jaros	Read Replies (1) of 64865

Sun grew bookings 33%, which has got to be the closest indicator we'll ever get for next quarter's performance. Sun looks to have a solid FQ2 in the bag. Beyond that, who knows. We have to listen to the concall replay for that. After listening to the playback, my impression is that the analysts on the whole, despite Lehman's conservative Q2 cautions are quite jazzed and will be boosting fy99 earnings estimates first thing in the morning. I've listened to most quarterly conference calls over the last 3 years. I came away from this one with the sense that there was a particularly solid connection made with the analysts, and that the story got through. Still looking for $60 soon, JCJ

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