I agree that DEC's customers would definitely be excited because
of this merger but your comments on Netscape is not necessarily
true. Netscape is not going to devote time to develop it's own
virtual machine but just provide APIs to interface with any
virtual machine. Maybe, their contributions to the JDK would
be less than the previous years. However, the JDK is maturing and
Netscape is only one of the several contributors - IBM is still
big on Java, so is Taligent (one of the main contributors to JDK).
As long as SUN is behind Java, you can be sure that it will be
ubiquitous. Motorola has joined camp. Lucent did a while back
and soon rest of the other telecom industry will follow. Retailers
are behind Java, Bankers are in the camp, Smart card industry,
Cable industry,....am I just listing every other industry which
uses technology??
eSuite from IBM is not an answer to MS Office. It is meant for
the new generation of thin client devices. You can tailor the
applets to your application needs.
Netscape giving away their browser code is a real threat to
Microsoft's ways of capturing the browser market. Navigator is
sure to get more developer following this way.
In my mind, everything bodes well for the network computing model.
It's a matter of time before the applications are PRODUCT READY
(stable enough).
Cheers,
Babu
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I HAVE To hand it to you for your UNCANNY ability to SPIN everything that is happening in
computing as POSITIVE for your baby, sunw. The facts are that DEC is not going away so you
don't have to "hate to see DEC go." Also, DEC customers have just had a large cloud lifted. Put
yourself in their shoes. Would you feel better, or worse if your computer vendor was just acquired
by the fastest growing LARGE computer company in the world, now second in size to IBM?
You'd feel RELIEVED and excited.
Charles, you are one of the biggest cheerleaders here, and I am sure you are appreciated for that.
But ignoring the changing dynamics will not make the strengthening competitve challenges go
away. This is bullish for DEC's customers, ALPHA, and DEC's effort to spread their UNIX.
Also, see what happens to Alta Vista now. And new customers will give DEC a second look
now that Compaq will be running things. Oh, and this is nothing but BEARISH for Sunw, just as
the "glossed over" announcement that Netscape will no longer invest in Java is. In fact,
Netscape's troubles can't bode well for Sunw. Need I remind you that Corel is now trading under
$2 because of their misguided java effort. And where are the NCs, and Lotus's java based
answer to MS office? You can't simply point to the stock price as an answer to these questions
Charles.
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