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

To: cheryl williamson who wrote (40551)	1/18/2001 5:16:11 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 64865

Cheryl why are you so upset? we are looking forward and there orders grew only 32%. SUNW will move with the NAZ and benefit from the rise in price of MSFT and INTC. From TheStreet.com For the period ended December 31, Sun said that it earned $552 million, or 16 cents a share. That's 56% higher than the prior quarter's $354 million, and matches the figure expected by analysts polled by First Call/Thomson Financial. Revenue, however, totaled $5.12 billion - nearly $130 million below the $5.29 billion analysts were anticipating. The news isn't good, though, as usual, the bar was set fairly high for Sun. That is all. Now SUNW unch. MSFT pulled a number on the market and shorts run for cover that is all. Haim

To: cheryl williamson who wrote (40551)	1/18/2001 6:11:12 PM
From: David Howe	Read Replies (1) \| Respond to of 64865

<< They were supposed to get hammered by the ".com fallout". Well, it didn't happen. >> IMO, Sun isn't out of the woods by any stretch of the imagination. Their backlog probably saved them this quarter. It's very possible that their sales are slowing quite a bit more than it appears at first glance. I'd be careful applying trailing growth rates to forward growth rates. MSFT was growing at 60 - 70% in the late 90s and we all know that came to a sudden halt. MSFT has stabilized and is now beginning it's next growth phase, IMO. It's possible that SUNW will need to go through a low-growth / consolidation phase of their own in the coming year or two. IMO, Dave