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Technology Stocks : All About Sun Microsystems
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To: cheryl williamson who wrote (9591)5/5/1998 5:25:00 PM
From: Michael Watkins  Read Replies (1) of 64865
 
Cheryl, this is a day of agreement for me. Yes, SUNW can lower its manufacturing costs. Although its pretty clear that Intel will reign when it comes to commodity production efficiency.

I subscribe to the theory "commodity economics always wins". We'll have to see if SUNW can keep it up with the rest of the industry.

I expect that SUNW only makes grossly high margins on the really big boxes (based on my experience at Data General). They will have to move a lot more product, increasingly, or continually reduce fulfillment costs.

Its an interesting challenge!
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