Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: A.L. Reagan who wrote (38428)	11/30/2000 9:28:52 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear A.L.Reagan: Well, I presume you feel they are operating at maximum efficiency now, which could be the case, but at least at minimum the General and Administrative expenses likely would not increase in proportion to sales increases. Also, I would hope the sales increases are coming proportionately in the higher rated hardware and software with possibly greater gross margins. JDN

To: A.L. Reagan who wrote (38428)	11/30/2000 10:45:27 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

There are now, and have been for as long as I can remember, plenty of things to worry about (e.g. interest rates, energy costs, dot-com failures now, but at various times in the fairly recent past it was components shortages, the Asian crisis, European slowdown, presidential impeachment, etc. -- now, as then, one you didn't mention is the difficulty finding good recruits) but the beauty of Sun is they find ways to manage such things. As I recall, even when parts of Asia (Korea particularly, as I recall) more or less came to a halt and stopped buying Sun equipment, they managed to come within a penny of estimated earnings (again as I recall). An ever-present consideration is the overall health of the stock market, which has been somewhat lacking lately. They recently had a major initiative to improve margins, I believe by computerizing/streamlining many business practices. All JMHO. Charles Tutt (TM)