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Technology Stocks : All About Sun Microsystems
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To: Steve Lee who wrote (42116)3/16/2001 11:47:24 AM
From: Prognosticator  Read Replies (1) of 64865
 
U have the internet/airline analogy mixed up. U compare the airlines with the telcos and the plane makers with Sun. Truth is, the airlines suffer cos of competition and relatively low barriers to entry. Anyone can set up an airline.

A perfect analogy for why the Intel/PC marketplace is so hard to make money in.

Manufacturing a plane is more difficult

Precisely. Have you ever seen inside a Sun box? Yes, I know you have, so stop playing stupid. I'd like to see anyone do this though:

... it is easy for even unskilled people to buy the componenets and throw a system together, even a sun system.

AFAIK only Sun throws together Sun systems, and that's why there is a high barrier to entry, as well as high levels of value. I'd like to see a Michael Dell throw together an E10000, or even an Intel Equivalent, from parts he got down at Frys.

P.
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