SI
SI
discoversearch

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: Charles Tutt who wrote (59511)3/14/2004 2:39:26 AM
From: Elroy  Read Replies (2) | Respond to of 64865
 
Lets have a look at how SUNW is doing relative to its IT hardware competitors! Say......DELL, IBM, HPQ, EMC, NTAP, CSCO and LXK.

SUNW's March 2004 Q revenues are forecast to be up 2% from their March 2003 Q results. The competitors' forecast annual changes in revenues for March/April Q are:

DELL (Apr Q) +18%
IBM +9%
HPQ (Apr Q) +8%
EMC +32%
NTAP (Apr Q) +33%
CSCO (Apr Q) +20%
LXK +9%

So if everything comes in just as forecast, SUNW is losing out to everyone!

The sad thing is SUNW also had the worst annual comparisons in March 2003 (-10% from March 2002), so they have the easiest comparisons of the group this year.

What is the reason some people here actually like this stock/company again????

Elroy