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Technology Stocks : All About Sun Microsystems
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To: cheryl williamson who wrote (49000)5/15/2002 2:12:24 PM
From: QwikSand  Read Replies (2) of 64865
 
Itanium may never come to fruition. SUNW is still king in the 64-bit computing environment. The whole concept of the PC as a commodity environment has been on the table since IBM decided to give it a go back in 1981. It was supposed to replace the glass house. Predictions of the demise of "big-iron" and the promise of "self-empowered workers" with monster desktops replacing them were on the lips of all PC-bigots as early as 1985.

Cheryl: I agree with you about the Itanium--though by now I would replace the subjunctive 'may' with the indicative 'will'--but the truth about PC's vs. big-iron has remained somewhere in the middle. BOTH have been predicted to disappear...but neither has; on the contrary they seem to continue to grow along separate paths.

But just as the extremist vision of monster PC's on every desktop replacing mainframes with some kind of super-peer-network turned out to be bogus, Sun spent a few frustrating years touting a vision at the other end of the spectrum. Remember the one where the PC disappears and is replaced by general-purpose stateless leaf nodes like the disastrous and unlamented Javastation? I admit it: I bought into that vision too. So far, it has proved to be a non-starter.

In fact it seems to me that everybody has been wrong so far. I'm trying to figure out who was right. I can't think of anybody except the bears who predicted the violent popping of the bubble.

--QS
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