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

To: cfimx who wrote (35521)	9/19/2000 4:51:12 PM
From: Michael F. Donadio	Respond to of 64865

I'll listen again twister. Even I don't believe that but it's what I remember. By the way the head of Cobalt will be on CNBC sometime after 5 PM. All the best, Michael

To: cfimx who wrote (35521)	9/19/2000 5:43:57 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

Twister, JDN I listened again. Here it is: 22:50 into the audiocast. In answer to a question the head of Cobalt (Steve) speaks: "they have 47 points of gross margin." from last quarter and "have continually guided estimates up." To further paraphrase -- this is fundamentally a software game and an architecture game -- not a hardware one the way the hardware companies have been approaching it. Those that know Cobalt best realize it is a SERVICE PLATFORM -- more than just hardware. Sounds good to me, Michael