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

To: E_K_S who wrote (6703)	1/13/1998 11:34:00 AM
From: E_K_S	Read Replies (4) \| Respond to of 64865

Ed Zander's interview on CNBC... He seemed to stumble as IMO a softball question was poised to him about the advantage of building these machines in ASIA. ED stated that "yes we have production facilities and "outsource" partners to build these machines in ASIA" but did not mention their competitive advantage in (1) component costs and (2) reduced labor costs associated with lower manufacturing costs in ASIA (ala Dell computer!). Ed Zanders did mention that Sun's overall margins on these machines would be quite good as they produce both the processor and the OS software (no sharing with Microsoft or Intel). Also Zanders voice cracked during the interview and he did not seem to be as enthusiastic about their line up of new machines. It will be interesting to see how the press spins this announcement. EKS