Junior Balloon:
> NT is a threat to SUNW.
This is the same concern brought up over and over and over ever since Sun came up with its internet computing model via Java. But the truth of the matter is, believe it or not, NT will not only not be a threat to Sun, but in fact it will help Sun's bottom line!
The internet computing model introduced by Sun via Java is best performed in a a multi tier architecture. What this means is that you have a main server, a middle server and a bunch of thin clients working with these servers. NT, in most cases - if not all cases - , is a perfect scenerio for being the middle server but it can never be the main backend server because of its lack of scalability and performance compare to UNIX. It is the backend main server where the big profit margins are and where Sun has a strong lead over everyone else (including HP and IBM).
So in a way if you think about it, NT will push for Sun's internet computing model since it is cheap and works great as a middle server in this growing architecture. And the spread of Sun's computing model will translate into great growth for Sun. Like I said before, with the latest court rulling against Microsoft, when it comes to the new computing (i.e. thin client/server centric architecture via Java which is spreading everywhere thanks to companies such as Oracle, and IBM), Microsoft is nothing but a subsidiary of Sun Microsystems whose purpose in life is to push for Sun's technology. In the process of doing so, the subsidiary (namely Microsoft) will make great profits, but ultimately the big gainer will be its parent company (namely Sun Microsystems)!!
Regards,
Addi Jamshidi |
