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


To: Dennis who wrote (14874)3/20/1999 6:34:00 PM
From: Charles Tutt  Read Replies (3) | Respond to of 64865
 
I've just been thinking about earnings. It looks to me like Sun will meet expectations (.70 according to Yahoo!) if revenues increase from last year by about 19% _without_ any margin improvement (according to Value Line they were .59 last year in the March quarter). With a little margin improvement, we could see an upside "surprise." What does everybody think?

JMHO, of course, and not investment advice -- do your own research and form your own conclusions.



To: Dennis who wrote (14874)3/22/1999 2:30:00 PM
From: Alok Sinha  Read Replies (1) | Respond to of 64865
 
Well,
From this morning's action I was wrong on two counts - Dell continued its slide, and SUN popped back up - so my insight may not be very helpful. I do plan on setting up a naked straddle by selling SUN Calls and Puts (120 and 100 for April).

Regards

Alok