SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: FNS who wrote (48192)4/11/2002 1:00:44 PM
From: Charles Tutt  Read Replies (1) | Respond to of 64865
 
Needless to say, I, too, have been disappointed with the continued malaise in SUNW. I wouldn't expect the earnings to be much different from guidance, nor the outlook to be particularly positive. This is a long march we're on, not a quick battle. That said, the installed base and gray market overhang are getting long in the tooth; at some point the need to update will be overwhelming. And new markets are opening up, albeit at a suppressed rate due to the overall economy.

I haven't heard anybody say Internet use is declining.

JMHO.

Charles Tutt (SM)