SI
SI
discoversearch

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: trouthead who wrote (40545)1/18/2001 4:51:35 PM
From: E_K_S  Read Replies (1) | Respond to of 64865
 
Europe very strong for Sunw! Gross margin held firm - similiar to 1st half of the year. Some component shortages.

SG&A - reflects management's action "proactive" - 1140 new employees...includes 100 new employees dedicated to storage exclusively. A lot of new hires to be in services. SG&A to be lower compared to Q3.

Growth rate estimated going forward 30%-35% - a reduction from previous estimates but still a dooable target.
CC continues....

EKS



To: trouthead who wrote (40545)1/18/2001 4:53:17 PM
From: craig crawford  Respond to of 64865
 
First of all those are trailing PE numbers you are citing. Second of all SUNW should have a much higher PE because it's growing more than twice as fast as MSFT. Let's talk PEG. PE to growth ratio!