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To: Road Walker who wrote (142401)8/29/2001 4:51:32 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
John,

>Sounds like Sun is projecting a loss for the quarter.

Yes, they don't expect to hit the "required sales level for breakeven", or 3.7 billion, said it a few times.

I think I heard them say no sales uptick from USIII. Too bad McKinley isn't ready yet, would be a good time to go for the jugular.

For sure they said that the first 2 months were below hoped for sales levels, 3rd month would have to really improve, and don't expect it.

Europe and Japan tough. US close to expected, touch behind, or is it somewhat behind (he said all of the above)? This Sun guy is a turkey. I don't want to hear any complaints about Andy Bryant or Paul Otellini.

Tony