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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (34102)8/3/2000 12:52:51 PM
From: QwikSand  Read Replies (1) of 64865
 
Front page of the WSJ Marketplace section today is a must-read.

Remember a couple of years ago there were incessant arguments on this thread about Sun's vision, whether the PC was dying, whether server-centric computing was really the coming thing, etc? MSFT supporters came on this thread explaining why they would *never ever* want their data anywhere but on their desktop hard drive, twister was in hog heaven harping on the lack of Javastation sales, etc. etc.?

Well, the landscape looks much different now. Today, that issue is no longer subject to interesting debate. You won't find any more "I'll never part with my PC" people. Because The Wall Street Journal is basically The Rear-View Mirror: by the time they devote a whole page to something, it has the same forward-looking value as Deuteronomy. The game we debated back then is over. Sun won. Dell is downgraded. Look at the Journal.

That's one of the things that bothers me. Sun's vision has made the transition from far-fetched fantasy to yesterday's news. McNealy claims we're in the top half of the first inning for distributed computing. Is it really that simple as far as Sun is concerned? If not, what's the NEXT thing, and is Sun on top of it?

This is also the biggest downside to buying both AMD and Intel. At least Intel has a big mobile Pentium program and ARM. I don't know what AMD has in that department. If AMD's value is just pumping out CPU's for desktop PC's, that's an increasingly risky business no matter what their margins are.

Could Microsoft's .NET "strategy" actually be non-null?

--QS
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