David:
You state:
> Fed Ex order - I think that you may be a little too optimistic
> about Sun's chances. It's true that Sun owns Java, but Java is still
> very immature not to mention that the Java Station was delayed
> because it was too slow (any change from before)?
Lets assume they dont buy it from Sun (eventhough I find that highly unlikely), and further lets assume that they dont even buy the servers supporting these NCs from Sun either (again in my opinion a very highly unlikely situation), the implications of a company such as FedEx going to a thin client architecture speaks for itself as how the computing model is shifted from desktop, fat client to server centric, thin client. As the mother of the new computing model that is all Sun is asking for at this time!
The situation is similar to the early 80's when IBM was the king of computing through its mainframes, and then Microsoft-Intel slowly basically eliminated that model and introduced a whole new market to the industry. Sun is doing to Microsoft-Intel exactly what they did to IBM! It is truly amazing and call me an optimist now, but in the final analysis I am confident I maybe called a multi-millionair perhaps in a 2 years or maybe even sooner, if I continue adding to my SUNW shares!
You state:
>The other 4 contenders for the Fed Ex contract have been in the thin
> client terminal business as long as Sun so I don't believe that they
> are "North Dakota" made.
True, and North Dakota may also have been in the business of making rugs as long as Persians. But when I go and buy a rug I still rather that rug be a Persian than Chinese, or Afghani, or for that matter North Dakotaian!
You state:
> According to Mr. Klein, not many of their customers are demanding
> Java based terminals though it is in his opinion the way of the
> future. In the next few years, Java will definitely be a force as
> well as Microsoft.
Well, he will be in a big surprise very soon (perhaps as early as this coming December/January/February time frame). Watch out for Oracle, and Sun's massive marketing adds to start very soon (beginning next month and becoming more visible from Thanksgiving and forward). And as practically any software vendor that is someone will come out with their thin client, server centric application and frame work for the development of such applications during that time period the demand will be increasing as seconds are passed (again companies such as Oracle, Informix, Symantec, Borland, to even Microsoft, and a huge number of smaller startup companies). After all all these companies will not spend so much money on the development and marketing of such products if they did not think there will be a huge market for them!
Regards,
Addi Jamshidi |
