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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (51660)	9/16/2002 8:49:51 PM
From: Lizzie Tudor	Read Replies (2) of 64865

so you think suncom should morph into a software company ehh? its not that easy to wave a magic wand and erase years of poor r & d decisions. geeez I dunno. I only came to this thread because I think Oracle is turning. Most oracle big installations are on Sun. I had no idea 50% of sunw's business was telecom, they are definitely in worse trouble than I thought. BTW Sun's inability to dominate in the java application server area even after they acquired 2 app server companies (netdynamics and kiva) is a bad omen. IBM walked away with that business. Sun should have had it. If they can't make money on a software space that they practically create... what can they make money on? One small piece of good news is a shift to linux is still a shift, most migrations cause at least some money to be made. Maybe Sunw can build a hot middle tier product with their app server pre-loaded on a linux box (Dell, of course, has already done this)... its a growth area at least. L

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