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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (21232)	10/14/1999 6:24:00 PM
From: JC Jaros	Respond to of 64865

I didn't hear set top box specific stuff. They were WAY high on general 'appliances'. I'm thinking LSI tomorrow? Lots of UltraIII (Ultra IV), Solaris 8 stuff. It was an amazingly broad spectrum of STUFF. I liked Scott's "Transition to 21st Century" comment, and "No good excuses" regarding Q2. Y2K is over for US. They basically guided that margins will be going higher because of the (mostly) people infrastructure investments made this last quarter. The backlog issue was more than appropriately addressed, The only id-able bottleneck is in field support. That's wildly bullish. Storage wasn't any more remarkable than anything else apparently. -JCJ