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

To: techtonicbull who wrote (47594)	3/4/2002 4:43:29 PM
From: Just_Observing	Read Replies (1) \| Respond to of 64865

WRong! Milunovich was the analyst in charge of reporting on SUNW before Tom Kraemer was hired What's wrong with my statement that Milunivich took over a couple of months ago? Perhaps, you are referring to the capability of SM as an analyst. Analyzing the analysts is not a true/fale or if you prefer, a black/white issue. I have found Milunovich's reports to be relentlessly negative. And sometimes, factually inaccurate. Today he states that SunFire 15000 delivery times are down to a more normal 3-4 weeks. Now, I have been watching the Sun store and the last couple of times I have checked, the delivery times of the 15K say constrained. Even today, all 3 15K models say constrained which means "Demand for this product is so strong that it exceeds availability and is subject to shipment delay." A few weeks ago, only the V880 server would show up as constrained(the 15K server did not). Unless, Sun is playing games, the demand for the 15K server has at least stayed steady. So I think SM is probably wrong when he asserts that delivery times of the 15K server are down. You say there is no speculation in his reports. But there are inaccuracies, IMHO. store.sun.com