SI
SI
discoversearch

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


To: rudedog who wrote (36814)10/18/2000 8:16:09 PM
From: Sonki  Respond to of 64865
 
ruedog, u o it 2 ur portfolio
to listen to this especially Q/A session.
These analysts dont seem to understand sunw bizness. They r really at a loss so each of us have to do our own homewrk to understand what is sunw selling to their customers? U can see why customers will be willing to pay for sunw products.
sunw call
webevents.broadcast.com

Sunw is my biggest position and i am very concerned about valuations and fair value for growth. Like ken, on this thread i feel more relaxed and I would not mess around with few dollars here and there. Sunw has many more years of growth that street will be willing to pay for. Take this to bank and send me some of ur profits <G>...

Even if u sell all your leaps just listen to conf call.
good luck to all .. I m on to my other conf calls now.

I can gurantee if the market holds up sunw is going to be much higher by JULY.



To: rudedog who wrote (36814)10/18/2000 9:33:46 PM
From: paul  Respond to of 64865
 
Not sure about the seasonality of the Semi industry but Intel seems to have the same type of variation in Q4/Q1 business - with much lower growth rates of course.

SANTA CLARA, Calif., April 18, 2000 -- Intel Corporation announced first quarter revenue of $8.0 billion, up 13 percent from the first quarter of 1999 and down 2 percent sequentially.