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

To: Bob Kim who wrote (34391)	8/15/2000 3:05:44 PM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Bob and all: I wonder what their profit increase will be with a sales increase well in excess of 40%?? You suppose it could be 70% or so?? JDN

To: Bob Kim who wrote (34391)	8/15/2000 3:52:19 PM
From: Lynn	Read Replies (2) \| Respond to of 64865

The last sentence of ML's comments in, "Afternoon news summary," is not to be missed. Their research report tomorrow should be amazing: Sun Microsystems (SUNW, $115 9/16, B-1-1-9) 01E $1.30; 02E $1.57 Sun hosted its midquarter update today. Management said demand is very strong and ahead of the company’s expectations. Components are hard to get but Sun thinks it will be able to procure enough parts. Servers and storage especially strong as are U.S. and Asia/Pacific. Assuming Sun can procure components, our 40% revenue growth assumption is likely low by 2-5%. We believe that the Internet infrastructure buildout could be larger and last longer than investors might think. We think Sun will be a key beneficiary. (S. Milunovich) Lynn