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Technology Stocks : All About Sun Microsystems

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To: John Mireley who wrote (12746)12/17/1998 9:15:00 AM
From: Jean M. Gauthier  Read Replies (1) of 64865
 
Whoopie. Another Hype article

Point 1: Desktop market: unassailable by anyone, for the foreseable future. Windows 3.1, WfWG, Windows 95, Windows 98, and soon Windows 2000 represesent NOT the best technical solution, but the one with market weight, penetration worlwide, and MULTI-Lingual (Kanjii, Chinese, European like french).

Point 2: Server platforms:

A) No way that Linux will take over from proprietary UNIX OS like Ultrix, Solaris (by SUNW), and HP-UX.

Too much money and development by owner companies, and no customers
will take a chance on big accounts to go for a non-vendor solution.

B) NT has velocity in the File and Print market, as well as small-to-medium databases like SQL/Server, PeopleSoft and other non-large applications/databases.

Linux is a strong brand, but not a killer one, and will have the importance of just another brand of UNIX, maybe a big one, but overshadowed by HP-UX , and especially Solaris.

Summary:

1- If anyone hits me with typos again, i'll scream.

2- Linux --> no show marginal player in desktop market.
120-150 million PC's running DOS and Windows and maybe 7-9 million (best case) running Linux. Whoopie.. Marginal player.

3- Unix market dominated by well-established vendors, with their own flavors of unix optimized for their (and others) hardware. SOLARIS is particulalrly strong lately, and a breakout winner. Large Servers and mini-mainframes owned by HP & SUN and others.

4- Low-end graphic workstations and small-medium servers dominated by Windows NT and MicroSoft. Not much hope for Linux here.

Comments anyone ?

Pls try to put an objective hat on, and really TRY to analyze the situation OBJECTIVELY.

I think you might be surprised at the answer, and rely less on industry hype and bull$hit. Remember NC's ? Remember Corel stupid initiatives ?

Have fun
Jean

P/S. Dale thx for the comments, but I am going to take a potshot at you too <smile>. You underestimate SUN and overestimate MicroSoft.
BOTH are really strong in their segments, and will prosper, as they fight in different (almost) markets now... Sun is getting out of workstation revenues and is going in SERVERS and maybe some software.
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