Eric:
> Sun does not have a lock on Java anymore than HP, IBM or even
> Microsoft. It doesn't add to their bottom line,
> please translate it into $$$ for Sun, which will drive the stock higher
>. Sun is not and has never been a very good application software
> company,...
It is funny! Last week (or was it a couple of weeks ago) we had a
discussion going on this thread but I guess it is all forgotten already!
In my humble opinion and as I have said it before Java will NEVER
make money for Sun directly!. Sun has introduced it so others who
have had much more experience in software (such as Microsoft) can
use it. Java is Sun's gift to the world and its innovation and
contribution to the software industry in order to boost its hardware side
of business (e.g. servers, NCs, etc.). Sun's internet model is like that
of the video movies, video rental stores, and VCRs. Software
applications are like video movies, AOL type of companies will be like
video rental stores, and NCs and servers will be like VCRs! Thanks to
companies such as Microsoft that has taken the Java, JavaBean
technology to their heart (they have no other choice anyway)
software will no longer be a platform specific application (e.g.
windows based). They all become WEB AWARE applications that
can be run inside a browser on a dummy machine called NC with the
base and home for that software being on some server (preferrably
Sun but it can be anyones, HP, Auspex, etc.). The more software
becomes based on Java, JavaBean (or in case of Microsoft
COM/ActiveX) the better and the more profit for Sun and anyone else
who makes servers and NCs.
As an investor one should look at the explosive potential growth of
NCs and servers as seconds go by. There will be a time when you
will be able to download an application such as Office97 and run it
inside your browser for pennys a day for about six months! Just like
you would rent the Indiana Jones movies, watch it and return it to
the store the next day! Of course if you really like to see that movie
you can always buy it for $199.99. But for average person he/she
would rather rent it for $2.99 (or less), and if he/she wants to see it
again he/she can rent it again! This is not to say in any form or shape
that the demands for PCs will go away, but just to say that the
demand for NCs (and servers supporting them) will grow very quickly
and very fast. Any dip in any tech. stock that has anything to do with
servers, NCs, and networking should be viewed as a buying
opportunity of a life time if you look toward 1998 and beyond.
Regards,
- Addi Jamshidi |
