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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (57121)	11/26/2003 12:10:56 AM
From: Lizzie Tudor	Respond to of 64865

whatever margins were in these past 3 years, that is the trough imo. This is the worst recession in IT we have ever had, and adding insult to injury a lot of jobs have been shipped offshore and that also killed the market for US IT companies. Now this year we finally see stabilization and some growth, and even some jobs coming back from India. So whatever Sun's income statement and B/S was in 02/03 that is the bottom imho.

To: cfimx who wrote (57121)	11/26/2003 12:14:47 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

Attention Roomie! Great news! Dell gaining on Sun but that minor anomaly will be reversed as soon as the opteron boxes ship after all, Dell is trying to sell the Itanic. Global server sales rose 2 pct in 3rd quarter-IDC "We're on the verge of stronger enterprise spending" on information technology, said Mark Melenovsky, an analyst with IDC, in a telephone interview. Dell Inc. (NasdaqNM:DELL - News) is gaining on Sun for the No. 3 spot, IDC said, with third-quarter market share of 9.5 percent, up from 8.6 percent in the year-ago quarter, IDC said. biz.yahoo.com