I've been mulling over SunRay. It could be pretty significant to the company and the stock. Positively significant, that is.
This will finally escalate to full visibility the issues that were implicit in the original Javastations, but remained secondary because laughable performance made those devices non-starters. The SunRay's performance is claimed to be zippy, and the architecture certainly would make you think so, though we'll of course have to see.
It has no relevance to home/SOHO users whatever. It's entirely enterprise-oriented. And there's a big intra-corporate political component to this kind of architecture. It empowers the glass-house IT contingent, those who saw their power decentralized and, to some extent, dissipated, by the advent of the PC. The SunRay architecture returns the whole enchilada to their hands. They've got to love it. End users, on the other hand, might rebel.
The questions that will finally come to the fore will determine to what extent and how fast the SunRay can make incursions on horizontal Wintel desktop PC's. SUNW must do a good job of explaining the two big issues: application availability and privacy/security of personal information. There have been noises about Windows NT application availability and so forth.
I think if they answer those objections well, and tell a forceful story about the reduction in administrative overhead costs-per-seat that these devices will (had better) bring, this thing could conceivably explode like an H-bomb, and the ridiculous SUNW P/E's that the bear religionists have today told us they're shorting may not seem so ridiculous.
This will be interesting to say the least.
Regards,
--QwikSand |
