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Storage Shades Sun's Q4: Page 3 of 3

"We definitely saw a bit of a slowdown in the U.S.," said Schwartz, although he was eager to put a positive glow on Sun's overall results. "This is a good day in the life of Sun. We put a stake in the ground just over a year ago when we introduced our growth plan," he said, and the plan is now being implemented. (See Sun Reshuffles Storage... Again, Sun Takes Action Amidst Concerns, and Schwartz Shakes Up Sun.)

At least one analyst paints a less rosy picture. "We believe that declines in Suns server unit shipments and continued challenges in storage yielded flat revenue growth for the quarter," wrote TBR analyst Josh Farina in a note released last night. "Sun’s revenue growth for the quarter of 0.2 percent was the weakest in nine quarters, and continues on its declining path since peaking in 2Q '06."

— James Rogers, Senior Editor Byte and Switch

  • Hewlett-Packard Co. (NYSE: HPQ)
  • Network Appliance Inc. (Nasdaq: NTAP)
  • Overland Storage Inc. (Nasdaq: OVRL)
  • Sun Microsystems Inc. (Nasdaq: SUNW)
  • Technology Business Research Inc. (TBR)