The good news is they've got a strategy. The bad news is that strategy may not prevail. |
This is at the high end of management's guidance of high 40s growth, but still quite conservative relative to the 14 percent sequential growth Sun has averaged in the past five fiscal second quarters. |
We seem to be getting more and more data along those lines every day. It's not just a coincidence that the one area that's weak [at Hewlett-Packard] is directly related to Y2k concerns. |