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Technology Stocks : All About Sun Microsystems
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To: Alok Sinha who wrote (27496)2/9/2000 4:33:00 PM
From: Steve Lee  Read Replies (2) of 64865
 
RE: "With rev growth greater thn 25%, the EPS growth can easily be well over 50% if they choose to manage expenses"

Or well under 25% if margins decrease. That may happen, lets say for example, if they get some more competition in a high end, high margin area - like 64 bit microprocessor area etc. Especially if that competition comes from the world's biggest microprocessor company (not to mention the company that invented the microprocessor). And let's say the competing microprocessor architecture gets code written by the world's biggest software company. Now that's what I call competition.

SUNW will eventually go the way of the other box makers - IBM, Dell, CPQ etc. They will be a commodity seller of Intel based systems.

Perhaps they better go crying about Intel to the DOJ like they did with Microsoft. And hedge that with an Intel version of Solaris (or did they already do both of those things?).
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