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Technology Stocks : All About Sun Microsystems

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To: Jean M. Gauthier who wrote (10606)	7/22/1998 3:41:00 PM
From: Stormweaver	Read Replies (2) of 64865

Some great points by all ... my two cents: NC's - great as green screen replacements (3270, VTx00 etc) and probably won't amount to much more due to cheap PC's. - however embedded/personel java looks promising. MSFT - they own the desktop hands down; including Graphic workstations now with NT + Pentium II - Linux is the only real desktop contender to MSFT; INTC is interested in helping this cause. - in the Server space MSFT doesn't have a clue: low reliability and scalability; David Cutler should have just cloned VMS and he would be done by now! SUNW - will profit from UNIX unification; they are becoming the standard and choosen UNIX both in a workstation and server environment - need to expand consulting especially in HA; look at how much $ DEC AND ORCL earn from consulting > $1 billion. - consulting should also focus on NT INTEGRATION not bashing; the corporate world is going to play with NT for a while at least and are looking for integation consulting. - Java's there but needs a performance and reliability boost ; Sun needs to sink real engineering dollars into doing this to win corporate confidence. /James

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