DownSouth, I am curious why you still long SUNW, it is totally against your thoughts, you should reverse your position and go to short SUNW or simply move your money to other companies.
>>>Fact: The applications that once ran exclusively on Unix have been/are being ported to NT because these software companies perceive that there is great growth potential there.<<<
I agree with you here, but do you see another trend that applications are being ported to Java applications with stunning speed? of course not simply 100% copied. Do you have any thought about this
news zdnet.com
It means those cheap windows applications will be ported to java applications to run on the unix system, it takes times, probably in 2~3 years we will see a mature java platform environment. To think it on this way: if you have Solaris and Windows NT to choose, they can both run on the same hardwares, the same applications and almost the
same price, which one do you choose?(Do not forget Solaris is alse improving its GUI). It is a common sense NT is behind Solaris 2~5 years, otherwise MSFT does not need scared of Java, MSFT does not want
to lose its biggest advantage and show you its weakness, NT is simply not ready (but it has largest based cheaper applications).
I certainly think there is a good chance here for JavaOS, Sun better hurry up to bring out more sophisticate JavaOS than the current one,
otherwise the third parties will see the chance to bring their own one, here is a good example jos.org
here are two recent news about Sun's JavaOS prnewswire.com
infoworld.com
Thinking about Java
Cheers
Gordon Shen |
