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

To: E_K_S who wrote (35237)	9/12/2000 10:45:07 PM
From: E_K_S	Read Replies (1) \| Respond to of 64865

One other item from the Redherring article: (http://www.redherring.com/ipo/2000/0912/ipo-zefer091200.html) From the article: "...Whereas consulting firms initially focused more on traditional front-end, high-level strategy, Mr. Ross expects more companies to start focusing on the so-called back-end services such as networking and infrastructure. The targeted strategy should open the door to the older and more established clients. While consultants aren't likely to convince traditional brick-and-mortar retailers that they can improve their in-store marketing strategy, they might be able to win them over with new hosting options or networking solutions for their Web sites...." ============================================================ It sounds to me that these types of clients are "potential" new SUNW customers looking for a "dot.com" solution. SUNW can provide the hardware too. EKS

To: E_K_S who wrote (35237)	9/13/2000 5:40:08 AM
From: JDN	Read Replies (2) \| Respond to of 64865

Dear Eric and all: I am not so excited about "Services". I think its a necessary adjunct to manufacturing, selling and installing hardware and associated software but I doubt it will be anywhere NEAR as profitable. I found in my career all consulting ends up being about the same ratio as a BARBERSHOP. 60:40. Cutter gets the 60 shop owner the 40. Works the same in CPA firms, law firms and anything else I have seen in consulting and services. Thus our GROSS MARGIN would very likely be 40% on a consulting business. JDN