klingt allerdings nicht gerade so begeisternd,sorry.
www.nasdaq.com/asp/...orts.asp?symbol=SUNW%60&selected=SUNW%60
www.nasdaq.com/asp/quotes_sec.asp?symbol=SUNW`&selected=SUNW
der erste Link zeigt ein KGV von 177,
der zweite das letzte Filing vom 14.11. mit nicht so guten Zahlen:
Net income (loss) per common share-basic $ (0.06 ) $ 0.14
Operating income (loss) (395 ) 698
Other liabilities (523 ) (170 )
Net cash provided by operating activities 333 701
die erste Zahl ist jeweils die diesjährige,die zweite die vom vorigen Jahr.
Obwohl Sun 4% höhere Umsätze in USA hat sind offenbar die Verschiffungen zurück gegangen:"While we were successful in decreasing inventory during the quarter, inventory turns have slightly declined. The decrease in inventory turns is a reflection of increased inventory for new product releases
and lower shipment volumes impacted by the continued decrease in demand for our products due to certain unfavorable economic conditions"
Der Markt für grosse Server ist um 23% eingebrochen im 3.Quartal,am schlimmsten hat es die Unix Server erwischt. SAN FRANCISCO, Nov 16 (Reuters) - The global market for powerful server computers contracted by 23.4 percent in the third quarter compared to a year earlier, and International Business Machines Corp. widened its lead on competitors, data from Gartner Dataquest research showed on Friday.
Makers of the computers which run corporate networks and the Internet have said the economic downturn nearly has stopped corporate technology buying in its tracks, while many of the Internet dot-coms that fueled last year's growth have failed.
Worldwide server sales fell to $10.8 billion, from $14.1 billion a year ago and dropped 6.5 percent, from $11.6 billion in the second quarter, the closely watched Dataquest numbers obtained by Reuters showed.
U.S. sales dropped 29.4 percent from the previous year and 9.0 percent from the previous quarter, to $3.9 billion in the third quarter.
Sales of computers running Unix, the most popular high-end operating system, recently have dropped faster than the overall market, while lower-end systems with Intel Corp. chips, which typically run Microsoft Corp. Windows or the free Linux software, were doing relatively well.
Unix vendors like leader Sun Microsystems Inc. which was one of the hardest hit when the dot-com bubble burst last year, have redoubled efforts to ward off the Windows systems, which are popular for lighter tasks.
Aber ich denke ,es hat auch mit den allgemeinen Warnungen der Analysten zu den überhöhten Gewinnerwartungen und dem heutigen Downgrade für Microsoft von Salomon...zu tun.Der Markt im Technologiebereich konsolidiert.
Ich hab jedenfalls niedrigere Limits reingelegt u.a. für Lucent und Akamai,habe lange auch SUNW auf der Watchlist gehabt,der Put auf Microsoft ist mir heute entwischt.Ich wünsch Dir viel Glück bei Deien Trades!
