Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (10916)	8/15/2000 4:07:03 PM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

Gus, borrowed a post from SUNW thread, about Sun's midquarter update. Note the part about storage, bolded. If it's especially strong for Sun, what can it be for EMC? I'm guessing even better. Tony To: Bob Kim who wrote (34391) From: Lynn Tuesday, Aug 15, 2000 3:52 PM ET Reply # of 34400 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