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Technology Stocks : SUN microsystems: 7/18/96 quarterly report - BIG!
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To: cfimx who wrote (349)9/19/1996 12:14:00 AM
From: Allen L. Axelson   of 386
 
Twister,

Earlier you read the report WRT "return to centalization" for
computing environment (IT shops). The early stages are already
in effect for this to occur. Just because the Wall Street types
don't appear to be trading based on it - don't close your eyes
to what is occurring. Read the tech trades and talk to MIS
managers. Currently the tech trades will tell you that desktop
power is needed for everyone. The MIS managers will tell you
that is not true. Managers (MIS and others) either know or are
learning that using a GUI tool on the desktop is better than
a command line interface to the tool. In the earlier days when
mainframe was king (before SUNW came along) all of the computing
was done on the central mainframe and the user had just a dumb
terminal he/she used in a command line mode. With SUNW (and others
in the mid to late 80's) having a desktop for the technical
developer that had the ability to do local computing and have
GUI tools available was a major step. Sure the Sun 3's were
slow, but they gave the technical developer something they did
not have before - GUI. This progressed up through the latest
Sparc desktops. However, at this time most MIS managers are
aware that the high-end centralized computing server on a GB
Ethernet backbone with 100MB (where necessary) or dedicated 10MB
to the desktop (where the desktop is something like the touted
network teminal) is all that is necessary for 80-90% of the folks.
As I said, the awareness is there currently - the network terminals
are not there yet. SUNW has the servers needed to migrate from
the client/server environment as it is currently established. SUNW
is in on the network terminals. SUNW "invented" the network.
And the network terminal - server configuration is back to where
Sun started with their diskless workstations.

Will Suns replace PC's? I don't think so. But, INTC and MSFT
need to strongly consider the same type of network PC configuration
if they really want to get/stay in favor with the MIS managers.
There is a lot of support cost with the current configuration
that gets capped with the network terminal configuration.

Just IMHO,
al
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