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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: QwikSand who wrote (17037)6/10/1999 2:37:00 PM
From: Marvin Mansky  Read Replies (1) | Respond to of 64865
 
Why SUNW will Grow rapidly in the next few years. See below:

cnnfn.com



To: QwikSand who wrote (17037)6/11/1999 8:55:00 AM
From: Stormweaver  Read Replies (3) | Respond to of 64865
 
...which is the game Sun has always advocated: keep interfaces and functionality open, disclosed, nonproprietary, and compete on implementations, the opposite of what snake-in-the-grass M$ tries to do (although to be fair Sun hasn't always really done it as much as they've talked it)...

Just remember the down side of all this committee based decision making (XOPEN etc) and giving away tech:

1. It slows innovation cycles ; committee drag factor.
2. Lose competitive edge; giving away tech.
Sun has given away RPC, NIS, RFS (NFS), and has contributed significantly to the expansion of the once useless POSIX API's (especially wrt to threading). This is an edge that they could have kept to differentiate themselves from HP/IBM/SGI etc.

Sun will be the clear leader.

I'm concerned with the lack of focus and agressiveness in Sun management though. I'm just lowly investor/techie yet I see opportunities being missed left and right; as we discussed earlier. They appear to be just trying to ride the current wave and I don't see any bold moves to generate new revenue streams and a lackadaisical (had to look that one up) attitude toward the desktop.

As an investor I'd like to see a price correction and some affirmations about future revenue streams before buying; I'll wait
for the 6/30 numbers which should give clear indications if Y2K
is/will have an affect.

Cheers
James