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Technology Stocks : All About Sun Microsystems
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To: E_K_S who wrote (11191)9/30/1998 6:01:00 PM
From: Chung Yang  Read Replies (1) of 64865
 
Actually, I am not all the surprised about Ret Hat wanting to
go into enterprise. But that is where the difference of a
SUN versus a Red Hat is. The key to the enterprise market
is a technology that supports scalability, high availability
... and all other buzz word you can think of and on the
business side service and consulting infrustructure.
That is where Solaris really shines.

Think about this for a moment, the $20.00 cd that arrives
at your door step is essentially the same software that
is able to run on a machine with 64 processors. (If there
was ever a 64 processor pentium based computer). The
next generation Solaris will scale up to 2048 processors.
For the uncomping Ultra III processsor. SUN is a proven company
in providing such capability.

What is Linux? Linux is a home spun program that was developed
with a 286/386. And most enthusiats have a one processor machine
or two if they are lucky. Linux has a ways to go to
prove themselves as a serious player in the enterprise.

Well, Sun is doing the right thing to garner grass-root
developer support by offering $20.00 CDs. That is only
the first step.

Chung

- Chung

>>>>

I was surprised to see that Red Hat now wants to expand their market
to the enterprise customer (Red Hat CEO Robert Young said it would use
the funds to create an Enterprise Computing division). The recent
announcement between Intel and Netscape and the capital infusion to
Red Hat shows that they will now have the resources to accomplish this.

My concern is that Sunw needs to be aware of these changes and show
their users that Solaris is the preferred OS and provides the greatest
upgrade path over Linux. One way to do this is to match Red Hat with
comparable product offerings, devise functionality and customer
support.

Although this market is viewed as "not important" or "it's a different
market than main stream Sunw business", I believe it is an area that
Sunw needs to dominate too. I see it similar to what Apple did in the
K-12 schools to develop a mind set for their products.

The small business user (utilizing a Web based e-commerce application)
will be a huge growth market in the future. As a Sunw shareholder, I
want Sunw to own this business. Linux is already being advertized as the
preferred OS for WEB development. This is not the mind set I want to
see... but rather when one thinks of the Internet...they should think of
Sunw!

EKS
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