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

To: Charles Tutt who wrote (40074)	1/4/2001 1:48:39 PM
From: QwikSand	Read Replies (3) \| Respond to of 64865

As I said yesterday during some rant or other, I agree they'll be in the +1 to +3 cents range, but it's already a no-op. The analysts have said it: the only thing that matters is the CC guidance, particularly with respect to the new product roadmap for the fiscal half and calendar year. Louts and criminals though they may be, they will come into the CC with a negative mindset and leave with a more negative one if they don't hear a joyful noise from management. The only "help" factor on my list is that many of them have already downgraded. I don't think anybody has revised estimates because so far the downgrades have been based on "general IT tightening" and "channel checks", i.e., nothing at all. If they revise estimates down the stock goes lower. It would be nice if they were forced to revise them UP. --QS

To: Charles Tutt who wrote (40074)	1/4/2001 4:37:53 PM
From: DiViT	Respond to of 64865

Flooding the Joint Compounding things, some infrastructure gear bought by now-defunct dot-coms has started to come back on the market to compete with new servers and storage devices. One salesperson Lewis talked with described how he lost a potential customer to that very phenomenon: "They ended up buying a Sun (SUNW:Nasdaq - news) box for 50 cents on the dollar." The fear is that such an atmosphere leaves everyone, including CacheFlow, vulnerable. "I think they'll miss the January quarter and take down guidance," says Lewis. Bulls continue to hold out hope that the development of streaming media on the Web will spur the demand for caching equipment. Streaming media relies on the efficient transport of data to work properly, as any delay in the way data packets of video or sound are transmitted or assembled is capable of spoiling the show. Industry observers expect the proliferation of streaming media to spur a boom in caching devices that allow media companies to keep streaming content on their network's "edge," closer to where most users make their connection. But as with the debate over the arrival of broadband, the ubiquity of streaming content seems to be always imminent. In the meantime, expect questions about IT spending to pester caching companies. "My contacts -- IT buyers, salespeople, other people in the channel -- everyone is very pessimistic," says Lewis. "And all my companies are saying, 'It's fine, no problem.' It just doesn't square. Then you look at the multiples, and it's like, wait a minute, people aren't pricing this into these stocks." They did some of that today. thestreet.com