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Technology Stocks : All About Sun Microsystems

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To: Bill Fischofer who wrote (44902)9/3/2001 2:10:42 PM
From: Prognosticator  Read Replies (2) of 64865
 
With all due respect, yours is about the worst analysis of SUNW I have ever seen. "The Network is the Computer" has been their mission statement from the day they were founded, and has driven every technical and marketing decision that they have made. They have executed brilliantly, granted with some recent short-term tactical missteps on USIII, but nothing strategic.

Networks are dumb, computers are smart. That isn't going to change (if you don't know why, I'll be very happy to educate you). But the computer which integrates best with the network is the one you can't tell apart from the network. NFS, NIS, RPC, CORBA, RMI, X11 and all the other distributed computing technologies that Sun has had in place for years are so far ahead of what other vendors are supplying that they don't even know they exist, and insist on reinventing new marketing buzz-words to try and place their pathetic alternative offerings with stupid customers who don't understand the technologies they are purchasing, and their inherent costs.

Apart from that we are in agreement (i.e. about nothing).

P.
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