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

To: Mark O. Halverson who wrote (64725)	10/20/2008 6:31:39 PM
From: Mark O. Halverson	Respond to of 64865

Well, Sun disappoints yet again. This despite some rather bullish pieces by Schwartz. There seems no end to the gloom. At the earnings presentation on Oct 30th, Schwartz best give clear insight at to just where Sun is headed. He best show us evidence that his business model is whatsoever working. He best show which, if any, parts of the business are growing, at what rate, and have numbers to back it all up. Otherwise why is he still at the helm? Why isn't Sun being put on the block for whatever it will bring? Here's another item I would like elaborated on. In the Computer World interview Schwartz said: By far and away, the fastest growing is the Niagara CMT [Chip Multithreading] line. That is over a billion-dollar business, and it is growing 60%-plus a year; it is arguably the fastest-growing business that we've ever built at Sun. It is completely on fire. If this is a billion dollar business, growing at 60 percent, why is it not showing up on revenues and earnings? Schwartz also in recent times has waxed as to how the storage business at Sun is going so splendidly. Where is the bottom line evidence? Either Schwartz presents solid evidence that things can improve at Sun, or his head should roll. I'm furious.