First, I have no idea what IBM is going to do. That said, Sun is a
company I would consider buying for a number of reasons but JAVA is
the number one reason. It is the software corner stone for any-to-any
computing and unlocks the Wintel monopoly. The SP2 competes very
favorably with SGI and they have nothing much more (Cray, etc.) HP is
too big and left alone offsets a DOJ inquiry to a Sun acquisition. To
hit Wintel you need to bracket them. Mainframes and their proprietary
operating systems, intellectual property rights in patents, copyrights
and licensing, participation in every hardware and software segment,
technology innovation and patents such as copper and SOI, MR heads,
etc. networking hardware and software, alliances, and total solutions
that use Lotus, Tivoli, services, and ---- possibly JAVA. JAVA is a
21st century intellectual property. More important than Unix in the
ultimate scheme of things. Anyway, those are some thoughts on this.
What do others think? |
