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Technology Stocks : All About Sun Microsystems

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To: DiViT who wrote (44863)8/31/2001 4:05:18 PM
From: Charles Tutt  Read Replies (1) of 64865
 
Nobody questions that there are used machines available at a discount. Sun has recognized that; as I recall they said they're doing a pretty good business signing those machines up for support. But let's keep some perspective. Sun's recent revenues have been a bit over a $B a month. While I'm sure they satisfy some of the demand for Sun servers, a few hundred used machines just aren't that big a deal.

In the conference call, I believe Lehman said they're not seeing price erosion from competition; I don't have any reason to doubt him.

JMHO, as always.

Charles Tutt (TM)
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