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

To: QwikSand who wrote (32950)	6/20/2000 5:56:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 64865

Re: I think the street has gotten so used to companies cooking the bottom line that these days both revenues and earnings have to meet expectations. For Oracle, the earnings did but the revenues didn't. Didn't miss by much, but it doesn't matter. QS, Revenue was up 15% YOY, there's nothing impressive about that. Oracle has the street convinced they power all the major websites due to their new ad campaign (even saw an analyst quote the commercial on CNBC). This is complete BS, if it was true, revenues should be growing a lot faster, like as fast as the Internet maybe? There's no way a company growing at 15% deserves a 100+++ P/E. BTW- As much as I dislike Sun, I'm thinking of making an earnings play depending on how AMD moves. AMD is the 19th and Sun is the 20th (correct me if I'm wrong about Sun)? I'm planning to cash out AMD at the open on the 20th, then I might move some into Sun. I expect them to have a blow out quarter. For those of you that have followed Sun for a while, does it usually gap open the day after earnings? chic