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Technology Stocks : All About Sun Microsystems

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To: d[-_-]b who wrote (696)3/1/1997 5:37:00 PM
From: Nolan Toone   of 64865
 
Lets go back in history a few years when sun was much
smaller.

Sun has a good system. It is relatively cheap and had some
nice features and Sun is growing albeit slowly. Then they
get the rights to a little thing called NFS (my history on if
they built it or purchased it is fuzzy but that isn't
important). Pretty good stuff but it is just another way for
one one computer to talk to another. And what do these fools
do? They just gave it away! They aren't makeing a dime off it.
Oh, they have a few products and their system implement it
better than any one else but still those fools just aren't
making ANY real money from it. So based on your logic I would
suggest you don't invest in them. :-0

Sun makes it's money from hardware but people buy hardware
ONLY IF IT HAS SOFTWARE! M$ has locked up the volume market
and makes it nearly impossible for vendors to write to Windoze
AND Unix so the application base for Unix keep getting smaller
and smaller. Unix, till now, has mostly been for those who
write their own software and most of the sales sun looses
is because of that. Now if EVERYONE wrote their apps for Java....

Oh, and befor you jump in with "Why don't they support NT/Win95..."
I'll tell you that up front. I've seen identical applications
run on a SparcStation 10 and one of HP's fastest systems and the
Suns version was by far snappier than the HP version. It is
a little harder to do the same thing for Unix and Windoze
because they are so different but most developers agree that
it is easiser to get a good efficient application written in
Unix than on Windoze. (If only they could sell them in the
same volume...)

As far as telling you how sun is going to make money from Java...
Well, it takes a little more imagination than what you can put
in a spreadsheet.

> Unfortunatly for Sun, both IBM and Microsoft seem determined to
> either co-opt Java as their own or try to kill it ala the last UNIX
> unification debacle, by fragmenting the community with different
> Native modes.

Again this is an M$ trick. I've seen NOTHING that indicates that
IBM is trying to do any fragmenting. (Maybe trying to have
the best implementation, but that is goodness for everyone
includeing sun).
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