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

To: techtonicbull who wrote (37685)	11/13/2000 12:37:48 PM
From: rudedog	Respond to of 64865

TB - re: "Is it possible that the losses at HWP are due to SUNW's beating them in the market? " That sure looks like a good possibility, given where HP's weakness was. (edit) Weakness seemed based on margin pressure as revenues were up 23%... But don't expect rationality in today's markets.

To: techtonicbull who wrote (37685)	11/13/2000 12:38:50 PM
From: cfimx	Read Replies (1) \| Respond to of 64865

it sure is techbull. buy some more.

To: techtonicbull who wrote (37685)	11/13/2000 12:42:03 PM
From: Tony Viola	Read Replies (1) \| Respond to of 64865

No doubt that Sun is hot right now in Unix server sales. Even a non-SUNW holder would admit that. Decide for yourself be these excerpts: First, HP's revenue summary in their earnings report: UNIX server revenues rose 23% year over year, with orders up 43%, driven by excellent performance in low- and mid-range servers. Superdome, HP's new high-end server introduced this quarter, is achieving stronger-than-expected market acceptance, and volume shipments remain on schedule for January. NetServer revenues were up 20%. Enterprise storage revenues were up 40% with the HP Surestore E Disk Array XP512, HP's flagship enterprise storage product, up 90% in revenues with strong backlog. Software revenues (excluding VeriFone) were up 18%, but down sequentially with strong order backlog at the end of the quarter. OpenView revenues were up 29% with orders up 60%. PC revenues were up 40%, with home PC revenues up 62%, notebooks up 164%, workstations up 11%, and commercial desktops up 8%. Excuses: "Issues that reduced profitability included margin pressures, adverse currency effects, higher-than-expected expenses, and business mix. The good news is that our business is healthy, demand is strong, and we are making good progress against our strategic objectives as we continue the hard work of reinventing HP. We are determined to succeed and are not backing away from our growth targets," Fiorina said. Overall report: hp.com