SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: cfimx who wrote (57117)11/25/2003 11:40:37 PM
From: rudedog  Read Replies (1) of 64865
 
HP and Unisys have good margins on high end Intel systems. You really can't compare DELL margins with high end system margins - DELL has no high end systems. DELL doesn't want or need the engineering, service, or support that are a requirement to selling systems - DELL sells boxes.

Sun could certainly use an architecture for volume business that could be extended to their high end. First, by driving up overall volumes, they reduce all their component costs. Second, if they can get to a point where their R&D is not spent in an area where it gives them little value-add (and I would argue that SPARC is such an area )then they will either be able to reduce costs substantially, or do more R&D that DOES pay off.

All in all, I don't buy your margin argument. I think you have it backwards.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News