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Technology Stocks : All About Sun Microsystems
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To: cheryl williamson who wrote (49000)5/15/2002 9:19:20 PM
From: Kevin Rose  Read Replies (2) of 64865
 
re: demise of 'big iron'

Looking back over the past 20 years, there HAS been considerable change in the computing environment. We have come from an highly restricted and controlled 'glass house' environment, where IT strangled productivity, to a much more open and user-empowered environment. Today's PCs offer productivity gains that are light years ahead of the old VT100 terminals and associated server-bound 'software'.

The computing power has shifted dramatically from almost purely centralized to amazingly distributed. Today, servers are relegated to slaves to this power distribution. End users now demand that their computing needs be de-centralized whenever technically and economically feasible.

We have come light years from the 'glass house' IT mentality. The metaphor spoke of both centralization and the fragility of that outdated model. Although central servers will probably always be necessary, their role will be increasingly relegated to supporting coordination of distributed resources.

Doesn't anyone else find it ironic that SUNW was born as a means of destroying the glass house mentality by providing powerful desktop UNIX machines to replace the IBM 'big iron'? Doesn't anyone else find it ironic that SUNW grew in the early days by killing a technically superior (Apollo) using marketing smoke-and-mirrors?

Does anyone else find it ironic that SUNW is being squeezed into the increasingly smaller higher end market by the hot young guns with marketing savy at MSFT?

If SUNW tries to present itself as a re-emergence of the old glass house, central-server-over-distributed-computing mentality, they will die a slow death.

As a SUNW mid-term long, I hope that Scott is too smart for that. But, I believe that SUNW will, in the long term, fall into this trap and become a marginal player.
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