Bill,
I am not as tech savvy as many in this forum, but I have an uderstanding of the buying process, having been in sales for the past few years. The Javastation allows Sun to offer a new, cheaper computing model for the lowerend/midrange applications within the business world (the true realm of NT). Legacy systems are an issue, since businesses are hesitant to scrap existing system investments, but from what I can tell, Javastations are being positioned to run Windows NT programs off of the servers through special software. I don't know how Novell systems, and such, will be handled.
The end result being more buying options on the part of businesses, rather than the *given* conclusion that NT would be the wave of the future (which was undisputed 6 months ago). I was sceptical of the NC concept, but have seen the light, and so has MSFT (perpetually late to new ideas, but wow can they catch up) and Intel, as both are now hedging their bets after months of sceptical chatter.
Twister has good reason to be supportive of a great company like MSFT, but fails to see the enormous market of Mission critical applications which Sun is dominating. Air traffic control systems are not being run on NT, and that global market alone will contribute large sums of sales dollars ($100 million for recent US upgrades) for SUNW.
Remember, these are the *niche markets* which provide fat margins.
Street seems to see the folly of the selloff, as we bounced off of the yearlong uptrendline sharply today. I'm amazed we ever had to test it...
Cheers,
Peter Shaw |
