Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: QwikSand who wrote (40501)	1/17/2001 9:24:42 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

The one item I got from the IBM report, which bodes well for SUNW, was IBM's very strong business for servers in Europe. Sunw has always done quite well in Europe, but I expect even better numbers this quarter from this region. The other area I will be interested in seeing are the storage sales results. SUNW does not generally break this out but if it is the start of something big, I suspect management will want to hi-light this growing revenue stream and will segment these revenues from their other totals. Perhaps their storage hardware sales will be consolidated with their "other" storage related services (ie customer service contract revenue). IBM was up to $103 in after hours when I checked almost an 11% increase from the close. SUNW added another point in after hours to around $33.5. An equivalent move for SUNW on good earnings and a good forward look might add another $3 points to the price. Will we see $35-$38 tomorrow for SUNW? EKS