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Technology Stocks : All About Sun Microsystems

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To: Prognosticator who wrote (44906)	9/3/2001 4:00:41 PM
From: Bill Fischofer	Read Replies (2) of 64865

Re: Java plays The stocks I list in my profile are those I find interesting, not necessarily those I own. WIND is a company I follow closely but do not at present own. I don't view it as a play on Java so much as a play on the rise of embedded systems. I'm not sure that trying to invest in a programming language is likely to be particularly fruitful. Platforms are more interesting and while Java was originally positioned by SUNW as a platform things haven't really evolved that way. Instead, the battle for the business application server platform it being fought among WebLogic (BEAS), WebSphere (IBM), iPlanet (SUNW), Oracle and a few others (including MSFT's .Net initiative). How this battle develops over the next two years will probably determine who the leading software players are for the next decade. Right now BEAS looks to be the front-runner, but I never count out IBM or MSFT in any contest.

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