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

To: Cloudy who wrote (40165)	1/6/2001 2:40:36 PM
From: Charles Tutt	Respond to of 64865

"Furthermore, A.G. Edwards analyst Shelby Seyrafi says a manufacturing glitch at plants of partner Texas Instruments has delayed the release of the Sun's new Sun Blade workstation and Sun Fire server. Both products were previously slated for release before the end of 2000 but are now due to come out in late January or early February, Seyrafi says." I believe the Blade was released quite a while ago, so I question Seyrafi's analysis. In fact, I think Sun has said they are shipping "in volume," whatever that means (we may find out in a couple of weeks on the conference call). JMHO. Charles Tutt (TM)

To: Cloudy who wrote (40165)	1/7/2001 11:19:07 PM
From: techtonicbull	Read Replies (1) \| Respond to of 64865

In many ways, Sun's problem is that its story has been too good. For quarter after quarter, it's exceeded the expectations of Wall Street. And that has built in a bias -- an expectation, if you will -- that the stock will continue to climb. Several analysts are expecting revenue growth in the high-40 percent range this quarter. Off the Record gets its information the old-fashioned way. It digs. Its researchers make dozens and dozens of calls to customers and distributors, returning to the same panel of sources to pick up the subtle tones that can betray movement in the market. www0.mercurycenter.com