That's one way to look at it.
I just do not think that JAVA will help sales, or earnings for a long, long time.
SUNW is grabbing market share in the Unix, slowly-growing segment.
It is grabbing workstations form other vendors [i.e. SGI] and losing some to NT and SoftImage and stuff.
When you need Good servers, fast, reliable and of quality, you can
buy UltraSparcs and StarFires, which as Compaq can tell you, are the one area in the Hardware Commodity market powering Earnings and sales.
Compaq's profits came from it's ProLiant NT servers with high profit margins, not Sub-$ 1000 Compaq proSignia's
Whatever client wins, be it NC, NetPC, Terminals or PC's, SUNW will
make money selling servers in those markets, running the SAP's, PeopleSoft, Oracle.
I Hope they abandon the Sparc chip [costs a fortune in R&D] and go full blast on MERCED [from Intel].
I have been wrong before, but I think this is what will happen.
Does anyone know when SUNW must declare earnings ??
And if so, How much ?
Take care
Jean |
