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

To: QwikSand who wrote (14676)	3/11/1999 12:03:00 PM
From: High-Tech East	Read Replies (1) \| Respond to of 64865

February 22nd is history ..... what's going to happen today or tomorrow?

To: QwikSand who wrote (14676)	3/11/1999 12:51:00 PM
From: JDN	Respond to of 64865

Dear QuikSand: He SAYS he is NOT numbers oriented--makes sense since he was only a PW manager and they dont know S--t. Oh, I must confess, I was an Arthur Andersen PARTNER. (GGG) jdn

To: QwikSand who wrote (14676)	3/11/1999 2:29:00 PM
From: Mephisto	Respond to of 64865

TSC: The idea of network computing has been Sun's vision for some time. It also happens to jibe with Microsoft's vision. What's your relationship with them now? Lehman: Obviously, they are not a friend, and everything they do is against us. Scott has taken them on in the media for a long time because we feel we are different and that there is a better way, and that is networked computing and network-attached storage. QWIKSAND, In today's The New York Times MSFT has placed an advertisement on pages C6 and C7 that says in part, "more decision makers consider MSFT a strategic e-commerce partner than IBM, Sun, Netscape or Oracle." Could MSFT be worried? I can just imagine what Oracle's Ellis would say: @$@$@$$$@@$@$@ McNealy would probably say the same but I call Ellis, "the IMP." When it comes to MSFT he's as tough as McNealey.

To: QwikSand who wrote (14676)	3/11/1999 2:33:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 64865

Lehman: We don't want to get into the game of providing direct guidance to the Street. We instead try to provide general expectations. For one thing, we have told the Street that our [revenue] growth rate will be higher than in the first half of our fiscal year, when it grew 16%. But analysts are already putting a 20% revenue rate out there, and that's a figure we are not guiding analysts toward. I am not that numbers-oriented, but it's good to have a range of estimates out there. [Currently, the range is 18% to 20% year-over-year revenue growth during the company's third and fourth fiscal quarters.] QwikSand, Finally, we have projected growth rate from Sun. A few weeks back we wondered what it might be. Mephisto