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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: JC Jaros who wrote (51619)	10/19/2000 10:35:53 AM
From: Tony Viola	Read Replies (1) \| Respond to of 74651

JC, how come Sun gets away with less than 1% sequential revenue growth, i.e., 2Q2000 to 3Q2000? Other companies get slammed for this type thing. Splain. Revenue soared 60 percent to $5.05 billion from $3.15 billion as customers snapped up high-end computers and data-storage equipment for managing Internet commerce and serving up Web pages. Now look at the bottom right number in the SI financials below. REVENUE Quarters 1997 1998 1999 2000 SEP 1,859,019 2,098,604 2,509,340 3,145,556 DEC 2,081,588 2,450,243 2,802,952 3,553,923 MAR 2,114,618 2,360,928 2,956,394 4,004,689 JUN 2,543,121 2,881,065 3,537,314 5,016,832 I also heard gross margins are coming down? A little heat from the industry standard servers that are at least 3 to 1 better in price/performance? Enjoy SUNW while you can. Tony

To: JC Jaros who wrote (51619)	10/19/2000 11:13:21 AM
From: DiViT	Read Replies (1) \| Respond to of 74651

"I was listening to BBC news while driving tonight and they credit 'the two software giants, Sun Microsystems and Microsoft' for saving the day" - JCJ Sun a software Giant? LOL This came out of one side of McNealy's face: On Tuesday at Gartner Symposium/ITxpo here, McNealy predicted the demise of the standalone software world, saying software is merely a feature of hardware devices, from handheld appliances to big servers. "Software is a feature, not an industry," he said. and this came out the other side: "It's time we face up to what Sun is--we're a software company that ships disk drives and DRAM to run our software," McNealy told the audience" DiViT "It's the software stupid"