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Technology Stocks : All About Sun Microsystems

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To: Andy Qi who wrote (291)	1/21/1997 5:31:00 PM
From: Robert Graham	of 64865

Perhaps the promise of interoperability and standardized architecture will come to fruition down the line for NCs. However, this will not occur when multiuple companies are coming out with what they envision as the NC. I am sure you can see the motivation behind this being that each company want's their NC architecture to be the staqndard. This currently goes counter to what you are proposing to be the advantages of NCs. Never underestimate the self-focused motivation behind costly projects (or "visions" as they are being called) taken on by companies. I agree that NCs definitely show promise in the areas that you have mentioned. Perhaps the time has come for such a solution. However, this will not come into reality for some time down the line. This issue is a standard based issue that does go beyond that of Java and using Java to implement applications: -- Database access interface (Java did not come with one). I am sure this is what Oracle will use as their fulcrum for their entry into this market. -- JIT compilation technology (it is not there yet from what I have seen) and related performace/system resource issues of the client. -- Hardware architecture standards (what standards??) -- Available commercial applications that will run in a Java virtual machine (there is none! And there will not be any until a standard is arrived at in the marketplace). When Microsoft Word is able to run on these machines, then I would say that the NC has a chance in being accepted for general use by the marketplace. I know this sounds rather odd, but I would like you to think about the significance behind my statement. Its like both Sun and Oracle in this situation can be seen as "wanna be" Microsofts, both in their success and the methodology that determines that success: "Sure my solution is offering interoperability, as long as the hardware and software works wiith my platform". Sound familliar? The marketplace will need time to find out what works for them and sort out a "de facto" standard. Time and a certain amount of positioning and advertising by the players in the market will determine what the result will be. Any additional thoughts?

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