The VAR Guy

Goldman Sachs is telling investors to dump their stock in Computer Sciences Corp. (CSC) and Sapient, according to Barron’s. The reason: Both consulting firms rely far too heavily on financial services customers, which are too beat up to spend much on IT this year. Roughly 17% of CSC’s revenue and 28% of Sapient’s revenue come from financial services firms. As a result, Goldman has a “sell” rating on both CSC and Sapient.

The VAR Guy picked up the phone and dialed Sun Microsystems Inc.’s investor relations department. When the call went to voicemail, he left this message: “Are the rumors true? Is Sun seeking to replace CEO Jonathan Schwartz?” Here’s more on the rumor, and The VAR Guy’s depressing reaction to it.

Perhaps it is possible to fly below Cisco Systems’ radar, and succeed in the networking market. Just ask the folks over at Adtran, which attracted positive comments from Morgan Stanley on July 7, notes Barron’s.

If you have any doubt about Apple’s continued momentum, check out the company’s unit Mac sales for May — which jumped more than 50 percent. Somebody call Mel Brooks. Apple’s momentum has accelerated passed Ludicrous speed. Steve Jobs has gone to Plaid. Here’s why.