Ying:
> even in the tech/engineering environment. Since even my engineering
> friends are replacing their sun workstations with wintels, it makes
> me uncomfortable investing in sunw. I also hear that the DEC server
> is actually faster than the fastest sunw server in the networking
> environment.
As far as replacing work station goes, have no fear. Sun will still
have the largest pie of all. The only real compettitor is HP. Its
like Coke and Pepsi. In this case Sun is the Coke and HP is the Pepsi!
And sure there will be mountain dews, and sprit and 7UP, etc. But
the real thing is still Coke and everyone else is basically
irrelevant!
As for Java, the software does not make any money for Sun yet! It does
benefit the hardware side of the business. Java Beans is a superb
technology that (unlike Microsoft COM and ActiveX technology) makes
it possible for all softwares (regardless of the underlying
implementation) to run anywhere, anytime and by anyone. It is going to
make Software like hardware where proprietary applications become
irrelavant. Just like how you build a PC by buying its various
hardware components such as DRAMs, monitor, CPU, etc. from a store
such as Fry's electronics and then hooking them up together.
You can buy 3rd party software components and hook them
up together easily using JavaBeans technology and create an
application very easily and have that application run not only
as a desktop only application but also as an internet/Web application
regardless of the underlying Operating system.
Microsoft also provides such a capability but as long as it is under
Windows!
As for DEC, wintel, having faster servers, etc. I can assure you
that Sun is not just sitting there and watching. Their R&D is their
best asset (just like Microsoft). Its funny how the stock does not
reflect their best assets: their people and R&D.
Also the second half of 1997 will be the time when Sun will be
introducing the NC's. It is not yet known how NCs will be taken by
consumers but big corporations apparently have shown a great deal of
interest.
In the short run SUNW's stock maybe a bit scary to buy but this stock
will be flying high very very soon.
Happy New Year,
- Addi Jamshidi |
