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: QwikSand who wrote (50210)	7/3/2002 2:57:31 AM
From: Elroy	Read Replies (2) \| Respond to of 64865

The burden of proof is definitely on Sun. Well we only get "proof" every three months in the quarterly results, and in December and March Sun has delivered. They still may preannounce June (who knows?), but if they do show a sequential revenue increase then profits will be easy since they are getting the full expense reduction benefit of their restructuring for the first time, and all the signs from component manufacturers indicate component prices are declining so Sun's gross margins should be quite nice. It's all dependent on the revenues - if they are even flat sequentially I think Sun can show EPS profits. Elroy