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To: Lucretius who wrote (105283)5/29/2001 11:56:22 AM
From: John Pitera  Read Replies (2) | Respond to of 436258
 
You think SUNW really stinks up the joint?

it seems a 5 Q problem at SUNW and they are only half way through.... it seems like everyone has gone into the
server business.

11:38 ET Sun Microsystems (SUNW) 18.74 -1.73: -- Update -- Merrill Lynch defending SUNW; says that after speaking with a key industry contact, they feel that calendar Q2 will see sequential growth of 15-20% with each month of the quarter getting stronger and believes that company is on track to meet revised numbers. Despite relative optimism, Merrill says that SUNW is in the 2nd or 3rd qtr of a 5 qtr problem and that management will be very conservative in the call tonight.