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Technology Stocks : All About Sun Microsystems

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To: High-Tech East who wrote (41168)2/13/2001 4:36:42 PM
From: David Howe  Read Replies (2) of 64865
 
High Tech, Nice article.

<< Sun has dubbed its software strategy ONE, which stands for Open Net Environment. Unlike .NET, a big shift in strategy for Microsoft, ONE is really just a new name wrapped around Sun’s existing products, with the promise of more products to come next year >>

Same old products with a new name? Now that's a bold initiative.

<< Sun Microsystems, a seller of both hardware and software, which unveiled its own approach on February 5th. Sun, crowed Microsoft, was racing to catch up.

In fact, the opposite is true.

In many ways, .NET is Microsoft’s admission that
Sun was right all along—that software should be a service
provided over a network, not an add-on to a PC. Sun,
along with IBM, Hewlett-Packard, Oracle and
others, has been pushing this “software as a service” model
(which conveniently relies on expensive hardware and software, rather than cheap PCs) for years; .NET is merely Microsoft’s more PC-centric take on it. >>

SUNW has been pushing the 'service provided over a network' idea for a long time and they failed for several reasons, but mainly because the pipes were never fat enough. Now that broadband is approaching, MSFT is timing .Net appropriately. Broadband will allow the information and software to reside on the server and the PC will be able to tap this information and software quickly.

MSFT won the browser war even though they got a late start. Once the internet was a viable platform, MSFT developed the superior browser and won the war.

MSFT could easily win the server centric war. Now that broadband is a viable technology, MSFT is developing .Net to capture this market as well.

Don't count MSFT out. SUNW should be quite concerned, IMO.

All just my opinion,

Dave
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