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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (35521)9/19/2000 5:43:57 PM
From: Michael F. Donadio  Read Replies (1) of 64865
 
Twister, JDN
I listened again. Here it is:
22:50 into the audiocast. In answer to a question the head of Cobalt (Steve) speaks:

"they have 47 points of gross margin." from last quarter and "have continually guided estimates up." To further paraphrase -- this is fundamentally a software game and an architecture game -- not a hardware one the way the hardware companies have been approaching it. Those that know Cobalt best realize it is a SERVICE PLATFORM -- more than just hardware.

Sounds good to me,
Michael
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