Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Steve Lee who wrote (49198)	5/24/2002 10:36:26 AM
From: alydar	Read Replies (1) \| Respond to of 64865

<<apart from the quarter being behind last quarter?>> 200 basis points is the difference. to me, it is a non-issue at this point and probably should not have been brought up. to expect perfect linearity does not make any sense. if sales were tracking up 200 basis points should the stock have gone up? rocky

To: Steve Lee who wrote (49198)	5/24/2002 11:21:34 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

I guess I'll have to go back and listen again. I didn't hear him say they were behind last quarter. I did hear him say linearity was behind last quarter, but since they're projecting an increase over last quarter, that doesn't necessarily imply your statement. Edit: BTW, this should not have surprised anybody (except the naive): Message 17492608 "One potential problem is that (as I recall) Q4 is usually especially back-end loaded." JMHO. Charles Tutt (SM)