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Technology Stocks : All About Sun Microsystems

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From: Arthur Tang	8/21/2007 5:27:37 AM
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The deals were started by Novl. Ron knows IBM well and needed Websphere(special WAS-CE version) for their netware customers. His sales pitch got Sunw the partnership at IBM for interop opportunities among all computer businesses. The real benefits are hard to gauge, even for Novl. Partly because Novl lost their vision for netware which is unique in that they share terabyte hdd(hard disk drives) for netware customers in a server-client system. Incidentally, Ron also served at Bear Stearns as managing director of some funds for 4-5 years, after 17 years at IBM. Now at Novl, he is managing the diversities of Linux to bring professionalism into a bunch of wild and woolly open sourced community who hate windows monopoly. So far so good. We are a stockholder of Novl. Its a changing world, but we just watch revenue growth and restructuring in IT department for more efficiencies. Some day reducing IT to 15% of revenue and R&D to 15% of revenue; leaving the rest to pure profit after raw materials(10%) and direct labor(30%) scrutiny. gross profit of 30% before taxes is a minimum target.

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