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Technology Stocks : All About Sun Microsystems
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To: Jon Tara who wrote (10622)7/23/1998 12:58:00 AM
From: paul  Read Replies (1) of 64865
 
geez - ok so you think Java isnt the bees knees - your on record. Sun is stamping out servers at record numbers - there untouchable. What more do you want them to do - give Sun a chance to execute their strategy - Javastations are all incremental revenue for Sun and they are moving in the market. They are not simply going to sit and defend a high end while wintel encroaches - they are going to change the game. They dont want to be cray computer or sgi. What about the remarketing deals with SABRE - the upside is huge and something Sun would have conceded to the pc makers in the past. Java, p-java, embedded java licensing is huge also - sony, motorola, alcatel, TCI the recent issue of business week mentions GM as well. should they wait until Microsoft establishes the standards and then try to compete with them on their own turf? Java is the most brilliant computer language/platform/paradigm/marketing move of the late twentieth century - it opens doors for Sun that were previously closed and gives inroads to customers for software, consulting, support and yes servers. Java is the most taught programming course in college - dont you think this has an effect on Sun's ability to hire graduates and get name recognition? If you dont want Sun to succeed then you will wish they didnt invent Java - otherwise thank your lucky stars and go along for the ride.

making great severs isnt enough in this business - SGI has great servers and workstations - superior to Sun in some respects and a joke to compare them with wintel.
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