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


To: High-Tech East who wrote (42896)4/11/2001 4:39:59 PM
From: QwikSand  Read Replies (1) | Respond to of 64865
 
Below is the Briefing Apr. 19 calendar. SUNW, MSFT, GTW, EMC, EBAY, etc. etc. etc.
All of them will get scrutinized closely on quality-of-earnings and get grilled during
CC's (although I don't know if there are enough analysts to listen to all the CC's--they
might have to use interns for some of them<g>). It's not so much what Sun does by
itself, but it could be a potentially big market-direction day. I don't believe the
"all the bad news is already priced in" slogan.

With Sun, if they miss their already-halved guidance it will be a mess, but even if they
go back to their +.01 ways of the good old days, their balance sheet will be looked
at with a microscope and their CC will be listened to intently. If you were running a
company, you would be throwing everything bad into this quarter to get it over
with, wouldn't you?

(Assuming you thought things were going to pick up soon.)

--QS

Before              After
ACLS ANDW
ACPW APTI
AMSY ASCX
AUDC ATML
AVCI AVID
BHE BOBJ
BLS BSYS
CCBL CACS
CCRD CAMP
CY CATT
EGLS CHRT
EMC CLRN
INRG CMRC
LGTO CMTN
MCOM CMTO
MLTX CNXT
PKI DCTM
PRIA DRTE
RETK EBAY
SAP EMLX
STM FFIV
STOR GTW
TCM IMNY
TFX INFA
TLGD ININ
UTEK INKT
INSW
IOM
JDAS
LSCC
MCDT
MCTR
MOLX
MRBA
MSFT
NEON
NETA
NT
NTRO
NUAN
PKTR
PMCS
PVSW
SCUR
SDS
SFA
SLNK
SNWL
SUNW
SYBS
TALR
TMTA
TQNT
XLNX
ZOMX