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Technology Stocks : All About Sun Microsystems

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To: The Ox who wrote (19327)	9/5/1999 12:21:00 PM
From: paul	Read Replies (1) of 64865

"..Every year there is new technology that's going to displace the SUN strategy. " Microsoft/Intel has depended a lot of complacency for their success - by repackaging their bugridden OS every year and x86 core theyve focused their R&D mostly on maintaining or incrementally extending their monopoly. In other words they are RIPE to be displaced with disruptive technology - whether its Linux, Java, MAJC, JINI from Sun or something being developed in someones garage somewhere. With Open Source, Linux/Staroffice and an inevitable shift from the desktop to the network - Wintel has to compete on a level playing field where they dont own or are able to set proprietary standards - their track record in this area isnt so good (winCE vs. Palm, quicken vs. money, MSN vs. AOL). The years long delays and sheer ineptness in the developement of NT 5 and especially Merced show that they are unable to compete where there is an established and dominant player - with opensource threatening their established business they will have to dramatically improve the pace of development and the quality of their products.

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