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Technology Stocks : All About Sun Microsystems
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To: QwikSand who wrote (63591)1/2/2006 4:58:42 PM
From: shlurker   of 64865
 
This excerpt is from approximately 36:30 into the interview.

i.i.com.com

I listened to a good portion of the talk,. And FWIW here's my take on what he said. (Please keep in mind that that's the first CC i ever listed to...)

1)differentiate, differentiate,differentiate, to make SUNW unique somehow. So the following moves are where SUNW wants to go:

1.1)Subscribe, not buy is the business model of the future. He even imagined a day when say GM GIVES cars away and charges monthly for services such as On-star, music, rear TV's, maintenance & insurance?

1.2) SUNW bought that tape company mainly for its archives data("30% of worlds industry archives?") and "...as a better investment than 2% money-market for our cash"

1.2) Part of the 'community internet development' he wants SUNW to make their servers at the micro-code level(i think i heard that) to be smart enough to analyze and route "easy" client (or client-tasks?) . the other 3 mfrs - IBM, INTEL, AMD - are not doing that.
The hope is SUNW can ofter the mfrs of such clients cheaper service.
An example of 'easy' task:
-a simple Ebay purchase.
-this one's a big hit in Asia, he says: "the electronic Girlfriend" , which will send you a text nasty note if you forget her birthday!

-- Altho he did mention '...power consumption..." as you quoted. Not too much time was spent on that...

-- SUNW bought that tape company mainly for its archives data("30% of worlds industry archives?") and "...as a better investment than 2% money-market for our cash"
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