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.

'Frontline' does 10 news shows a year, so one a week is quite an undertaking.

This is certainly a sector which is affected by news and we're waiting for more good news to come out before these stocks do turn around.

The good news is more rate cuts are on the way. The bad news is the economy is weaker and that will put pressure on earnings.