Rebecca Runkle
Rebecca Runkle
early lost several
It could take several years to make up for lost revenues we think it's too early to own this name.
buying cheap drive given growing looks management performance stock
The stock looks cheap and management is buying back stock, but these aren't enough to drive performance given growing fundamental concerns.
consumer demand good overall pc post purchases stellar translated
Consumer electronics demand was stellar but we do think some of this translated into PC purchases and that the PC vendors overall will post good results.
announce believe company financial improve largest next opportunity performance sun view
We view cost-cutting as the largest opportunity for Sun to improve financial performance and believe the company is set to announce a restructuring over the next 6 months.