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Technology Stocks : All About Sun Microsystems
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To: cfimx who wrote (7277)1/26/1998 6:43:00 PM
From: LKO  Read Replies (1) of 64865
 
Just my $0.02 worth...
And new customers will give DEC a second look
now that Compaq will be running things. Oh, and this is nothing
but BEARISH for Sunw,

Yes, this introduces credible competetion to Sun. But competetion
does not mean BEARISH. It is a long forgone conclusion that
NT vendors will go after the higher end Unix market someday.
No surprise here.

One can also interpret the spin the way Charles may see it that
"new customers" may give Sun another look now that they know for
sure the future of Digital's Unix :-) In the NT space, there are
other choices such as HP, IBM if they want to buy from large vendors.

Owning Alta Vista software which seems to show promise should
be an asset for Compaq.

just as the "glossed over" announcement
that Netscape will no longer invest in Java is.

I think (hope ?) that there is not much "Java inflation" in the
stock price since Java is a cost not a revenue source for Sun
with potential of becoming a revenue source.

As I read it, it means Netscape will concentrate less on platform
specific ports of JavaVM and rely on vendors/Sun to do that. It
does mean that they do not see it as a key differentiator worth
their resources. Might be a good decision for them atleast in the
short run. When Java starts delivering, they can always go back
to put resources on it. On Sun's part, it is a failure of the
Java (potential) that it has lost a channel for delivering JavaVM
and needs to either persuade vendors or do it.
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