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Technology Stocks : All About Sun Microsystems

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To: QwikSand who wrote (63599)	1/3/2006 1:56:24 PM
From: Sam Citron	Read Replies (1) of 64865

You can look under "Cost of Sales" in Google's Ks and Qs and see that it is not big enough to be seperately addressed. They do discuss trends in these items. So one can infer that it is not material. But as I said before, Google is smarter than most companies. By searching through SEC filings I'm sure we can find mention in certain other companies that operate large datacenters. we can continue to believe that Schwartz was right in his overall thrust about computing trends even if he got a little carried away with the specifics on the visual aids, and we can continue to hope... The 64,000 post question: How will we know if Schwartz has it right? Sam

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