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Technology Stocks : George Gilder - Forbes ASAP

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To: Bill Fischofer who wrote (850)12/1/1998 9:17:00 PM
From: Bargain Hunter  Read Replies (1) of 5853
 
In short, I just don't see where the big Java money is going to come from.

I have always assumed that the idea is to encourage thin clients and fat servers, break the Microsoft lock on desktop software and make the money by having a larger server market. That strategy doesn't require much direct revenue from Java etc. So the licensing fees are more to do with keeping control than making money.

If and when Java is used widely enough that the desktop hardware and software become largely irrelevant, then the battle will move to the server market. Microsoft likes to portray NT as winning the server wars because it sells in larger numbers than Solaris. But many of those NT sales have much more to do with Win95/98 compatibility than the merits of NT vs. Solaris. If Java makes that compatibility no longer significant, then NT will have to compete on the merits of the operating system itself. That is a battle Sun could win.
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