<< "I've been mulling over SunRay. It could be pretty significant to the company and the stock. Positively significant, that is.>>
Qwik,
I couldn't agree with you more.
EXTRA! EXTRA! Read all about it. Edison demonstrates light bulb.
EXTRA! EXTRA! Read all about it. Bell demonstrates telephone.
EXTRA! EXTRA! Read all about it. Sunw demonstrates network appliance.
Today, I spent the day at the Javits Center in NYC at the presentations and discussion of the SunRay. I felt like I was a witness to one of those great moments in history.
While the current device is focused on business, the ramifications for the world of computing spring out at you. You feel empowered by it. It acts like a fast powerful computer capable of sound and video, yet is simply a stateless device, requiring no expertise to set up or administer to. NO REBOOTING, NO UPGRADES, just plug it in. Grandma would love it. It fulfills Bill Joy's desire to put all the complexity into the network. A device for all mankind, not just technoscenti.
Schools, military, libraries, banks have been using it. It has been a success with them. In instances where both PC's and SunRay's are both available for use, users prefer the SunRay because of speed and reliability. StarOffice works like a dream on it.
I see an EXPLOSION of demand for this computing model within the enterprise where BANDWIDTH can be readily provided. Its use outside the office will grow as DSL, Cable modems, etc. develop. The model is in fact dependent on 3 treads: the internet, network services, and bandwidth (which is doubling every 2-3 months). They've released it now because the bandwidth issue is finally surpassing the growth of the microprocessor.
When you stop to think of the ramifications for the growth of SUNW because of servers, network appliances, dot-comming, storage, support, applications etc. I see SUNW going through as exponential growth phase.
And we are witnesses to what I see as a revolution involving computing, but with ramification of a profound nature to our lives.
Michael |
