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Technology Stocks : All About Sun Microsystems
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To: jhg_in_kc who wrote (22310)11/4/1999 10:04:00 PM
From: paul  Read Replies (4) of 64865
 
As a Californian I vote for no more Tectonic Shifts! Perhaps what Prog refers to though is that A new generation of technology based around the Internet has come to the forefront. for example Akamai went public a week ago and already they have a market cap around 17 Billion dollars. Hot companies like Vignette, Broadvision, etc all use web standards - Java, HTML, and are Platform Neutral both in OS's and Browsers. Actually they favor the platform that best delivers massive scalability, interoperability and managability - Unix. NT isnt even keeping up - they are falling behind. The Internet has grown 10 fold in the past year and the only think about Windows NT that has progressed in that time is a new name. A desktop heavy PC is a "legacy" platform in a world that is moving toward net devices and application services - no company will get $5 in seed money here in Silicon Valley by having a business plan that says its going to develop a C++ application for Windows. In every emerging category Microsoft is at best Neutral and probably worse due to the hostility they have engendered in the industry. Microsoft should still have a healthy desktop and network OS business since after all they are a monopoly but is a future where Microsoft cannot leverage proprietary standards worth a half trillion dollar market cap? Also most of the farther reaches of Microsoft's cartel are collapsing - the PC vendors, the PC distributors, the PC software industry - the PC superstores, chip vendors, PC software developers - so microsoft is dining on Lobster while everyone else in its orbit gets crumbs sorta like Nero fiddling while Rome burned..
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