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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (7277)1/26/1998 10:24:00 PM
From: Charles Tutt  Read Replies (2) of 64865
 
Well, if DEC doesn't "go" then it will at least change, and in ways we don't yet know. As for their customers, if I were one I don't think I would be feeling relieved and excited right now -- I think I'd be apprehensive due to the uncertainty regarding how this will all shake out.

We can only wait and see whether it's ultimately good for DEC's customers, the Alpha, and DEC Unix. I watched Compaq's chairman Pfeiffer being interviewed on the Nightly Business Report tonight, and his focus seemed to be on the customer list and the service organization, just as I predicted a few posts ago. If he said the word "Alpha," or "Unix," or even "technology," I missed it. Palmer said product life cycles being short, you could expect the product line to be turned over (I paraphrase). Sorry to disappoint you, but I'm not concerned.

"Compaq will be running things." Exactly.

Corel's problems are its own, IMHO. Netscape is trying to focus where it can add the most value -- others (including Sun) can readily provide Java capabilities as an adjunct to Netscape's software.

NC's and Java are being deployed. My recollection is that Windows took a while to become pervasive, too.

Hope I haven't missed any of your points ...

JMHO, as always.
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