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Technology Stocks : All About Sun Microsystems
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To: E_K_S who wrote (11368)10/21/1998 4:05:00 PM
From: JC Jaros   of 64865
 
Do you think it is a good (and profitable) purchase? SUNW keeps buying several "niche market" companies and it is unclear to this investor how all the pieces are going to come together to deliver higher revenues and earnings.

Here's a news item that should shed some light on the 'NetDynamics' puzzle piece.

biz.yahoo.com

''Sun is committed to its NetDynamics technology, its pragmatic business proposition, and even more so to its proven ability to deliver business value, so we're making NetDynamics software
the key component of Sun's enterprise software business,'' said Alan Baratz, president of Sun's Java Software. ''To address the heterogeneous nature of today's enterprise environments, Sun
will offer customers a best-of-breed software solution on multiple hardware and software platforms. With NetDynamics, we're best positioned to address enterprise environments at the high end, consumer devices at the low end, and to tie in everything in between.'

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SUNW seems to be slamming extremely hard into the whole 'interoperatabilty' thing, where a year ago, they were not (apart from Java). All of SUNW seems to have gotten behind THIS one arrow. It should be apparent soon what a big deal all of this (interop) is, and that the arrow is aflame.

JCJ
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