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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: JDN who wrote (27551)2/10/2000 11:07:00 AM
From: John Mireley  Read Replies (1) | Respond to of 64865
 
An observation about the SPARC II line and margins.

If Sun can extend the marketing life of the SPARC II
line, as they have indicated they will do. Doesn't
that increase their margins. The research and development
on the line has been written off. The longer this line
sells without the need to bring on SPARC III the more
profitable SPARC II becomes.

This is also is giving them more room to maneuver SPARC
III and MAJC which may be even more of a threat to Intel
then Sony's Playstation II.



To: JDN who wrote (27551)2/10/2000 1:56:00 PM
From: Tecinvestor  Respond to of 64865
 
Amen!