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Technology Stocks : All About Sun Microsystems

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To: Jon Tara who wrote (10622)7/23/1998 8:58:00 PM
From: William Sheppard  Read Replies (1) of 64865
 
Jon Tara wrote:

The only noise I want to hear from Sun is the noise of them stamping-out servers. Servers that Microsoft and the PC makers can't deliver.

The Java noise is entirely unnecessary, and is doing more harm than good.


Without Java, Sun's core competency of servers would be in jeopardy. Why? Because MSFT would be using ActiveX and other proprietary technologies to lock in NT that much sooner. Whether it ever directly earns SUNW a penny in profit, Java has leveraged a tremendously increased number of server sales and kept a level playing field (for IBM, DEC, and HWP as well, but since SUNW is leading in server sales it benefits them most). I can also state authoritatively that Java has opened lots of CEO's doors to SUNW salespeople which would not be open otherwise. All of the other stuff that comes with Java (name value, possible profits, JINI, embedded stuff) will be gravy.

Bill
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