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


To: Tony Viola who wrote (44697)8/29/2001 5:08:31 PM
From: Steve Lee  Respond to of 64865
 
He said US is "a touch behind". But he tried to avoid the question of how Sun is doing in the US by an irrelevant comment about not breaking out "month by month".

So first they say that meeting expectations is gonna be a challenge (which hints it may still be achieved) and says this is due to Japan and Europe. The CTs amongst us would then be led to assume that means US is OK or even rebounding slightly.

Fortunatley he has been pressed to admit US is also behind - something he did not state at all in his original spiel, and then he was further pressed into admitting that the expectations were not just a challenge but were gonna be pretty much impossible. A more honest company would have just said outright they were not going to meet expectations instead of just calling it a "challenge".

You expect this sort of spin from small companies, not those in the top 10 weightings of the NDX 100. All in my very humble opinion of course.