Rob,
Do you think that is an opportunity for Delsecur ?
PALO ALTO, Calif. (Reuters) - In a direct assault on their mutual archrival Microsoft Corp., Oracle Corp. and Sun Microsystems Inc. will announce plans Monday to work together on a new type of computer that does not require an operating system, analysts and industry sources said. With Microsoft, the world's largest software company, now mired in its antitrust case with U.S. government regulators, its competitors -- Sun, Oracle, America Online Inc. and others -- have begun to attack Microsoft more directly. This latest assault from Sun and Oracle, if their initiative bears fruit, could obviate the need for the software giant's Windows NT operating system, designed for heavy-duty computing. NT competes primarily with Sun's own brand of the Unix operating system called Solaris, and Hewlett-Packard Co.'s, called HP-UX. "What Oracle and Sun are doing here is cutting out Microsoft," said Rob Enderle, an analyst with market research firm Giga Information Group. "That would get them both excited, and is reasonably compelling." On top of that, Enderle said, a recent survey conducted by his firm showed dissatisfaction with Redmond, Wash.-based Microsoft running high among the software giant's corporate customers. "Dissatisfaction is extremely high with Microsoft - much higher than with anyone else," Enderle said. "It looks like the market might respond very favorably to (an Oracle-Sun team up)."
TR |