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Technology Stocks : All About Sun Microsystems
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To: cheryl williamson who wrote (46228)11/5/2001 5:56:38 PM
From: Bill Fischofer  Read Replies (1) of 64865
 
It's not a question of whether service will still be around, the question is whether it will be regarded as a gating factor. Technology shifts occur because a gating factor in the current order is overcome by a novel substitution which avoids that bottleneck. In time the new order develops its own gating factors and that in turn provides the impetus for the next shift.

A theme I've been expounding for some time on a number of threads is that the processor-centric model of computing is the current bottleneck which is why a new storage-centric model of IT is arising to replace it. SUNW represents the pinnacle of the old processor-centric order, a mantle it won in the late 90s from IBM. IBM's recent aggression has been focused on winning that mantle back, but ironically the battle is being fought over yesterday's prize.
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