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Technology Stocks : All About Sun Microsystems
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To: Jon Tara who wrote (10570)7/21/1998 3:49:00 PM
From: cheryl williamson  Read Replies (1) of 64865
 
Jon,

The dumb terminal market is estimated to be about 30 million
units in size. Not a bad niche for the JavaStation & IBM's
Network Station.

Did you know that quite a few of the jobs that could use an
NC are now using PC's? Everything from libraries to customer
service bureaus can make use of it successfully at a great
cost savings.

NC's are going to usher in the era of inexpensive computing
appliances & get people used to the idea of using the network
for more than just browsing, especially the 60+ million homes
in the USA who still don't own PC's.

Another residual benefit of the NC to SUNW is that it has
helped to usher in the sub $1000 PC, thus slashing the gross
margins of INTC and sending it closer to the SUNW camp &
further from MSFT.

BTW, it used to be that you couldn't get electricity into your
house unless you kept & maintained your own power generator.
Gradually, people got used to getting their electricity from
a electric utility co. It's still not a bad idea to have a
small generator around in case of power failures, but most
people use them as a backup unit only. Your "thin client"
lightswitch is reliable enough that you probably prefer it to
maintaining your own generator.

The main concern you seem to have has to do with security &
speed: valid concerns, to be sure. Eventually, those issues
will be resolved and that it will be cheap and convenient to
trust ISP's with your data.
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