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Technology Stocks : All About Sun Microsystems

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To: rudedog who wrote (24543)	12/10/1999 2:47:00 PM
From: QwikSand	Read Replies (2) of 64865

I think it's an exaggeration to say that SUNW is managed by engineers, or in some way that a Proctor & Gamble manager wouldn't approve of. McNealy started out as the manufacturing guy. He's very concerned with raising inventory turns, and (at least used to) mention the subject in conference calls all the time. Sun's manufacturing has gotten monotonically more efficient over the years. As you say, Sun does R&D and Dell doesn't. That's the whole story. Sun innovates in technology and bears the costs (and long-term benefits) of that, and Dell innovates in assembly efficiency which shows up nowhere but in the short-term bottom line. But that doesn't mean SUNW isn't well- or tightly-managed, in any sense I can think of, whether defined by Proctor & Gamble or anyone else. Engineers have more say-so and incur more costs in a technology leader. In my opinion, McNealy is one of the best managers in the U.S., and Sun is one of the best-managed companies. It's no coincidence McNealy ended up on G.E.'s board and is a rumored candidate to be Welch's successor. Regards, --QS

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