To all long on SUN
just found this email on another company thread: sideware systems
jot.v there working with sun on concurrency issues, anyway, its very interesting:
Posted by Smitty on January 04, 1998 at 10:45:15:
To: Mike Winn (8280 )
From: Jack Zahran
Saturday, Jan 3 1998 4:58PM EST
Reply # of 8319
Off Topic. Mike, I am troubled by your general statements about Internet hype,
including such things as NC's and Java. The reality is that these products and there
effects are not hype at all. I am afraid that you draw conclusions to quickly and
genaralize too much. The reality is that Microsoft is in big trouble because of these
Internet products and there internal memo's confirm this (hence, the DOJ's case againt
them). We are already seeing the effects of these products throughout the Internet.
Netscape, Yahoo, Oracle, Novell, IBM and SUN are already benefitting from this
technology shift. Believe it or not, Microsoft's Server and client products are losing
mindshare. In a recent Infoworld poll most IT managers gave NT the thumbs down, it
is a very poor Internet server especially as you scale up. (Why do you think Intel is
partnering with SUN for the release of an Intel compatible Solaris).
Microsoft has failed to kill Java and Sun's stock is going to go through the roof next
week (see Barron's this week)! The NC will come down in price to peanuts and will
be buttered accross corporate America. Did you go to Internet World in Dec. In the
basement IBM had on demonstration their NC's and I was slammed to the floor. The
writing is on the wall. We are washing this issue on-fold before us.
On a related note, notice that eventhough Apple will bundle Microsofts IE on the new
MAC's they will not use Microsofts VM, they will use their own JVM (version 2)
which is faster and better. This industry is still as dynamic as ever.
Sincerely,
Jack Zahran
P.S. I do NT and Netware consulting and I can tell you that a client who moves to NT
will be spending a whole lot more IT money. You need more hardware and software
as you expand. NT is a cash cow for us consultants only because it is such a poor
implementation as an enterprise solution. They should have stuck to the small
workgroups that it was originally designed for.
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