From Wed. IBD:
Can IBM And Sun Take Java Where Users Want To Go?
Date: 8/5/98 Author: Michael Tarsala
Longtime rivals IBM Corp. and Sun Microsystems Inc. together are taking a shot at a common foe: Microsoft Corp.
IBM and Sun on Wednesday are set to reveal an operating system that will challenge Microsoft's push into the software market for computer networks. IBM and Sun said in April that they were working on the new system, which they've named Java OS for Business.
The system will run on network computers. NCs are low-cost, limited-feature desktop machines connected to larger computers, from which NCs get much of their power and applications.
The partners hope Java OS for Business will steal some of Microsoft's thunder. Its Windows products command nearly 90% of the market for desktop computer operating systems. And Microsoft's latest thrust is with its Windows NT operating software. It targets computer networks, strong IBM and Sun markets.
''It's not a matter of where you want to go today,'' said Pat Sueltz, general manager of IBM's Java software unit, mimicking a Microsoft slogan. ''It's a matter of where you're starting from.''
Java OS for Business is cheaper than using Microsoft, Sueltz says. But the rapidly falling prices of PCs have hurt NCs. The market for so-called thin clients is emerging slower than expected.
Still, IBM, Sun and others view Java - an Internet programming language created by Sun that can be used as a computing platform - as the best weapon to combat Microsoft's dominance in operating software.
IBM and Sun hope to use the new operating system in their NCs due to hit the market early next year. No other computer maker, though, has committed to supporting Java OS for Business, Sun officials say.
Target markets include banks, airlines, customer support centers and other businesses that use thousands of desktop machines to do a limited number of tasks. IBM executives say Java OS for Business could be used by tens of millions of people within a few years.
''This is for guys that in the old days would buy terminals 10,000 at a pop,'' said Amy Wohl, an analyst with researcher Wohl Associates in Narberth, Pa.
Analysts say Java OS for Business also will help IBM and Sun sell servers. And IBM's Sueltz claims Java-based NC networks will help Big Blue sell consulting and other kinds of services because more companies will opt for that type of network.
The two companies benefit from their partnership, says Wohl. IBM adds clout to Sun's Java efforts.
''Here is Java, this charming and unruly teen-age child,'' Wohl said. ''IBM is trying to make it quickly grow up, so it can do grown-up jobs. And Sun needs someone who knows how to deliver software on schedule. It's something Sun doesn't do very well.''
With Java, IBM and Sun give customers a way to write applications that can run on many types of computers - from PCs to mainframes.
''This is a pretty unusual relationship,'' said Karen Arnett, a marketer with Sun's consumer-embedded Java division. ''By collaborating, we think we can bring more complete products to market faster.''
IBM and Sun have more plans for Java, including some server technology developments, Arnett says.
The new operating system allows programs written in the Java programming language to be shared across computer networks.
Java also lets businesses manage and maintain applications from a centralized computer, be it a server, minicomputer or mainframe. PCs run and store their own programs.
IBM and Sun hope the new system will become the standard NC operating software. They're co-marketing Java OS for Business to other hardware and software makers.
''We think this will accelerate shipments of NCs,'' Art Oldberg, IBM's vice president in
charge of network computing software, said in April. At that time, Microsoft executives repeated their assertions that Windows is the best platform for running Java applications.
A number of companies have said they'll write software for Java OS for Business. They include two of Microsoft's other main rivals, Oracle Corp. and Netscape Communications Corp., as well as Computer Associates International Inc. and Informix Corp.
Java OS for Business at some point might be used for additional duties. That may include running kiosks and ticket machines.
Much of the operating system's success will depend on how the NC market develops.
''There was a little confusion at first about NCs, and we probably contributed to it by saying they're replacements for PCs in all situations,'' Arnett said. ''That's not true.''
Sun has softened its stance. Its executives now say NCs and Java can't always take the place of Microsoft's Windows.
''We want to convince a broad range of hardware and software vendors there will be enough of a platform for thin-client devices,'' said Jim Hebert, general manager of Sun's embedded systems software group.
Analyst Wohl says NCs might well find bigger markets in Asia and Europe, where larger PC networks are less entrenched than in the U.S. |