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

To: Bald Man from Mars who wrote (13857)	1/21/1999 8:55:00 PM
From: alydar	Respond to of 64865

Dear Thread: Please correct me if I am wrong. If first quarter orders/bookings were 6% ahead of last year and for 1H orders/bookings are aread by 18% compared to a year earlier. Then I am making the following assumptions: 1. They had a huge increase in orders in the second quarter. I am having difficulty caculating the actual % increase for Q2. Need more information. 2. The big order/booking increase will be reflected Q3, Q4. That is how Zander can state that 2H will show a acceleration in revenue. 3. Revenue increase is predicted in the backlog. Seems to me that the backlog is increasing rapidly. Combined by the fact they were somewhat limited in how much product they could ship this month because of the computer changeover, I think that Q3 is going to be very strong. Some might say blowout. Looking good IMO.

To: Bald Man from Mars who wrote (13857)	1/21/1999 9:38:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

Hi Bald Man, U should read the newspapers. (Smiling). There's been a ton of publicity about Sun over the past six or seven months. And I know you must have heard about JAVA when it was introduced. So I don't know why you didn't know about "this dude". Sun has always made good products. Many people did not believe Sun could make any headway in the marketplace because Sun is Microsoft's adversary. Many believed that there could only be one winner. Actually Sun and Microsoft are both winners. I don't like Microsoft's products though. How have U been? Did your son have a great Christmas?