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Technology Stocks : All About Sun Microsystems

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To: E_K_S who wrote (62193)	10/15/2004 9:35:55 PM
From: alydar	of 64865

<<"That's a $35 million annual recurring revenue run rate," he said, and each copy of JES "has to run on Sun equipment."...">> The margin on these subscriptions is tremendous compared to selling hardware. Look at MSFT's and ORCL's operating margins for a insight. The future will be very bright if they can execute on this subscription strategy. It is ALL about selling subscriptions!!! Alydar

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