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


To: Byron Xiao who wrote (15463)4/16/1999 11:57:00 AM
From: LKO  Read Replies (1) | Respond to of 64865
 

You are right, Addi. There are a lot of uncertainties in
the 2nd half of the year. Michael Lehman's comment on next Q's
revenue growth isn't really that upbeat.


Byron, anyone,
Can we get some transcription of what EXACTLY did Michael
Lehman say ? It seems to have made people nervous.

The following story at cbs.marketwatch.com talks about
some visibility problems and murky stuff. Why cant't
these analysts talk in English as spoken in Peoria <VBG>

Sun beams but shares fall on price
...

Still, some analysts voiced concern about how the rest of the
year will turn out for Sun, citing potential year-2000-related
problems and an increasingly competitive sales environment..

"What troubles us is that the visibility with respect to the
interim period -- i.e., between spring and the end of 1999 --
seems singularly murky," said Richard Chu, an analyst with S.G.
Cowen & Co.