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

To: Stephen who wrote (15452)	4/15/1999 8:20:00 PM
From: cheryl williamson	Respond to of 64865

One thing to remember is that SUNW traditionally doesn't give much guidance to Wall St. with respect to earnings projections. The only thing Mike L. told the public last quarter is that revenues had been delayed 1 quarter & to expect an uptick in revenue & earnings growth. It was Wall St. who said they expected 20% year-on-year revenue growth & Mike L. who confirmed that it was in the ballpark. However, SUNW never commits to exact figures. If the policy @SUNW were to play games & lowball the estimates, everyone would get used to the idea & then an earnings "surprise" could be announced nearly every quarter (ala MSFT). The earnings expectation & whisper number games are all well & good & they have their place. My opinion, however, is that the real numbers published have to be taken in context with what the rest of the industry is doing & how steady the growth has been. I would be surprised if the SUNW shareholders were ever surprised by an earnings blowout. Since SUNW doesn't try to manipulate public opinion, their share price seems to more truly reflect the state of their business. cherylw