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Technology Stocks : Silicon Graphics, Inc. (SGI) -- Ignore unavailable to you. Want to Upgrade?

To: Don Green who wrote (10835)	4/1/2003 2:21:25 PM
From: Ms. Baby Boomer	Read Replies (1) \| Respond to of 14451

Somewhere along the line when Moi jumped on this boat... JPM also covered SGI, but not currently... 9:03AM Sun Microsystems estimates may be at risk - JP Morgan (SUNW) 3.26: JP Morgan maintains their Underweight rating; although they believe SUNW should meet their Q3 ests on April 16, given the deteriorating demand environment they think their June qtr ests may be at risk; in addition, firm believes that closing the qtr likely was more difficult than anticipated, and that SUNW's business encountered further competitive encroachment from IBM and HPQ in addition to a continued industry shift to industry standard servers; finally, shares trade at 60x CY03 est, which is in stark contrast to the difficult near- and long-term challenges facing the co... 8:39AM IBM estimates may be aggressive - JP Morgan (IBM) 78.43: JP Morgan says that IBM's results on April 14 will likely be pressured by the industrywide deterioration of enterprise demand in late March, although the co's competitive advantage should allow it to partly counter the industry weakness with mkt share gains; firm expects IBM to report Q1 EPS of $0.78 on revs of $19.6 bln, slightly below consensus of $0.79 and $19.9 bln, and continues to believe 2003 consensus of $4.32 and $87.9 bln remains aggressive (firm's ests are $4.23 and $86.7 bln)....