If any of you base actual investments on my comments to Bloomberg TV regarding Sun’s reported earnings today, you have my sympathies. Despite emphasizing in two separate conversations that I was not in fact a financial analyst, the only questions I fielded today in a 60 second over the phone appearance were profit and margin related. Questions, in other words, that I’m eminently not qualified to answer, as balance sheets aren’t exactly my game.
I stumbled through them as best I could, and hopefully didn’t make too much of an ass of myself, but I accept no responsibility for the commentary one way or another. Repeat after me: we don’t do numbers. My assumption that they were seeking a technology rather than financial perspective based on our conversations was apparently faulty in the extreme.
In other news, the MySQL show has been great thus far – more on that in a bit.