Fiscal year 2002 will likely prove to be challenging under any circumstances, but we believe longer-term rewards outweigh potential risks.

228

It could take several years to make up for lost revenues … we think it's too early to own this name.

204

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.

184

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.

175