Hi !
I talked about it a while back, as some sort of KING in UNIX market, and a developping simian in in the software / internet architecture arena...
Nobody seemed very interested at the time, but now that sun is up so much, there is more interest in it.
I can tell you, based on my new technology Architect job that SUN is on a internet B2B commerce roll, an architecture roll (Java/Jini, Corba) and a server architecture roll <g>...
All cylinders firing, and I cannot see any threats on the horizon...
HP ... a bad joke, getting slightly better, but out of it's class.
IBM, flailing about everywhere, with no real direction.
SGI, DOA
DEC, pretty funny...
SUN is a Hybrid Hardware/Software company (mostly Hardware of course) that is becoming "cisco-like" in mind share and market share , in providing the server/&some storage) plumbing of the internet.
Cisco = Data plumbing of the net
SUN = Server, some storage & TELECOM VOICE (Netra servers) in most of all the CLEC's.
Their market is the ISP's (90%) and most of the CLEC's(Voice) where they also have about 80-90%.
The AOl-Netscape-SUN Alliance is really powerful, but it is really a SUN -led show, as Netscape is 100% under SUN control, and AOL is concentrating on B2C initiatives, with SUN having the rest.
I never had much money, having started invetsing with 10,000 only in 1997-1998.. But I invested 50% in SUn, and my original 300 shares at $ 39, bought for just less than # 11, 800 or so, are now worth $ 90,000. I plan on keeping them for years, as the e-commerce hardware/software buildout is just starting...
An interesting sidenote is that Yahoo was operating it's whole site on Linux & X86 servers. They are moving everything to SUN, with some EMC/SUN storage. More E10,000 sales !
Take care
Jean |
