Future earnings for JAVA Message Board

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Technology Stocks : Future earnings for JAVA

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To: DR. Rainer Forst who wrote (895)	1/3/1997 1:29:00 PM
From: Shawn M. Downey	of 918

I see a lot of talk here about SUNW vs MSFT. I am a consulting software engineer for ABB (15 years experiance). Over the last 5 years we have designed and delivered several plant computers for the nuclear power industry. We have used both HP and Sun UNIX workstations. The reasons are portability, cost and availability of development tools, open platform issues, and system power - particularly networking power. Sun and HP make solid, reliable, powerful workstations which can handle the network traffic better than most. Personally I prefer the Sun boxes. The thought of relying on Win NT on a PC for these critical tasks (many of which are safety related Class 1-E) is laughable. Would you fly on a plain with MS-Windows in the cockpit??? I own both MSFT and SUNW for the long haul. The two are not mutually exclusive. Sun's market has always been high end HARDWARE for companies such as ours (and there really is a nitch market here which PC's can not yet fill). Microsoft's market is SOFTWARE for office/home PC's. Sure SUNW would like a piece of MSFT's action (e.g., NC, Java) but they have never seriously pursued the office/home PC market. Sun has survived big changes in the minicomputer/workstation market and has thrived. PC's will eventually make inroads into the workstation area but we can not yet buy an NT based PC capable of doing what out Suns can. This will not happen for 2-3 years or more and a lot can happen by then. To summarize, I see a bright future ahead for both companies. MSFT is not threatened by the NC because they have the time and cash to make the market their own if it gets popular. SUNW is not threatened by MSFT because MSFT has no interest in marketing hardware. -Sorry for such a long post, Shawn.

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