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To: Elroy who wrote (65029)11/3/2003 12:34:31 PM
From: Lizzie Tudor  Respond to of 77400
 
just tellin' ya what they said!! <gg> Although I could have sworn I saw the word resurgent in one of these PRs but now I can't find it.

In the sectors that matter to us most, which is financial services and telecoms, we are seeing definite signs of increased spending," Robert Youngjohns, executive vice president of Sun's global sales operations, told Reuters.

"Financial services companies are starting to think longer term about their infrastructure needs, and that's good for Sun, while the telcos industries themselves are seeing growth."

Although the United States, which accounts for nearly half of Sun's business, remained in a slump, markets such as China, India and Thailand are performing well, Youngjohns said.

"Revenues in South Asia are getting back to the levels we saw during the height of the dotcom boom, and we're seeing the same thing in China," he said.

biz.yahoo.com

I like the Sun thread on SI because there are a bunch of old time computer people there. However, I am not an investor in Sun, because I think they are suffering from Linux as is Microsoft. So I really am surprised to see them say business is improving. As far as the "US is flat" comments, that is the same thing we heard from Intel and I am not surprised. The server farms and operational staff are moving offshore. These guys are going to be waiting a while for a US recovery.