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: E_K_S who wrote (6706)1/13/1998 1:04:00 PM
From: Alok Sinha  Read Replies (1) of 64865
 
I saw the interview too. Seems like Zander had a bad cold. I thought that he came across as technically pretty suave, but not marketing wise. Certainly did not leverage the cost efficiency from Asian manufacturing. At one point in response to a question with respect to gaining market share and margin pressures from from Dell / CPQ in the low end workstattion market, he responded with "let the numbers speak for themselves,.." but quickly moved to something else.

When asked if this was going back on McNealy's criticism of the "profitless prosperity" of the PC makers he emphasized that this product had good margins built into it. He said the all in margin on low end NT machines (including INTC's and MSFTs) are high. Since they are supplying the chip, O/S and using cheaper PC parts and building in Asia, the cost would be low.

They are going for the high -end graphics and video users (SGI and Apple) - in fact they are also introducing a trade-in program of Compaq, Apple and SGI machines (PAQ back, MAC back ) for the Sun machines.

It was not clear what applications would be running on these machines (I know MS Office will). Probably the demo will calrify that.

Although nothing with respect to earnings was discussed, I think we will be OK.

Regards

Alok

Did however sell my Jan 42.5 calls at 1.25 this morning - maybe too early, but the premium is drying up fast. If the rally continues, may buy some 42.5 puts for Jan to ride out the short term volatility.
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