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

To: Tony Viola who wrote (37688)	11/13/2000 8:31:16 PM
From: QwikSand	Read Replies (2) \| Respond to of 64865

Here's part of what the WSJ had to say on the subject of HWP's earnings: Investors, it turns out, were caught off guard by quite a bit of the fine print in H-P's results. Gross margins were slimmer-than-expected, software made a smaller-than-expected contribution and high-end products constituted a smaller part of the company's business mix than projected, said A.G. Edwards' Seyrafi. (...) "Even in areas where H-P did well this quarter, they didn't do quite as well as the industry leaders," he added. "They had strong server growth, but when you compare to what Sun (Microsystems Inc. (SUNW)) is doing, it looks like they're losing ground." Unix server revenues rose 23% year over year, driven by low- and mid-range server sales. Although H-P has been working to increase its high-end server product line and sales figures, so far the high-end has not contributed to results, said Seyrafi. Personally, I'm worried about my SUNW investment, which I have reduced but which remains large (for me), for exactly one reason. Not anybody's idea of valuation, not the election, not the coming recession or coming crash, not Bill Gates' latest FUD belch, not the incoherent rantings of the drunken harpy running HWP as her sputtering ink-jets spurt out their last picolitres of black. I worry because SUNW hasn't gotten enough damn new products out. Their recent execution looks awful. --QS