I probably didn't express my post very well JC, so it's OK that you didn't address it. Yes, if we're looking at at the short time horizon of the next 3 years, I can't see anything but SUNW entering the zenith of its golden age, just as I see Microsoft falling apart like a spent salmon that's just fought its way up to the headwaters to shoot its wad and expire. Their multil-zillion dollar .NET r&d effort, just like the Itanic, is odds-on to end up as a sad footnote to a future Harvard B-School case study. I think for the next 3-4 years you won't be able to top Sun as an investment...but one never knows.
I was talking about farther out than that. Near the asymptote, nothing is physically large and nothing has a fixed location. Marketing hypsters talk about computers forming a "cloud" today, but in the future that will be more nearly physically true. But even while the asymptote remains obscured by a few rises in the Road Ahead, things start to get a lot smaller, cheaper, more numerous, more distributed, including things we now think of as servers and supercomputers. I wonder if Sun is getting on top of that, that's all. I also wondered if MSFT might be doing so, but never mind, I retract that. Any company with the world's largest crew of programmers is by definition incapable of writing groundbreaking software.
Now let me put another olive in my bottled water.
--QS |
