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Technology Stocks : All About Sun Microsystems

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To: cheryl williamson who wrote (42292)	3/23/2001 7:35:06 PM
From: Tom C	Read Replies (1) of 64865

Since you seem to like use television as an analogy, look at it this way: in the 50's the public had to be sold on the idea of going out & spending big bucks for a TV. It was crude & primitive, but the product sold like crazy because of the content (software). Lots of ideas for content were tried. Some formulas succeeded, some formulas failed. The REAL money, however wasn't made until TV lost its status as a novelty and became a commodity that just about every family in the US had to have, like a telephone. I'm a little confused by your argument. You say that the TV box makers originally had a high margin product but the real money was made when the boxes (I read computers, servers etc.) became commodities. Software is pretty much a commodity now. I agree that the content providers made out big time. Why is that analogy good for SUNW? Sun is a box maker not a content provider. Do you even remember the US companies that made TVs? Are there any TVs made in the US anymore? I’m not saying SUNW is a bad company or that their server are not worth the price but a as a kid I remember saying the Philco was well worth the price. Tom

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