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Technology Stocks : All About Sun Microsystems

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To: uu who wrote (4714)	10/16/1997 2:17:00 PM
From: Peter Shaw	of 64865

Addi, Not to pile on, but ROC is a useless red herring. Gross margins going forward will tell the tale on efficiency, and the servers which are Sun's bread and butter sport high ones. Java revenues are extremely high margin as well, and are increasing. They are still inconsequential in the near term, however. Guess what kind of margins cable companies, and content providers sport? Pretty low ones, and that has been the latest thrust coming from Redmond. Regarding today's earnings, Japan assumptions may have been to high for the analyst models, explaining ML's comments. I have a sneaky feeling the number will be hit, or maybe miss by a penny. That will be good for a rebound if true... Cheers, Peter Shaw

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