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


To: John Mireley who wrote (17206)6/19/1999 8:07:00 AM
From: John Carragher  Read Replies (4) | Respond to of 64865
 
Barron's cover story interview with Michael Dell

one excerpt

"It's a pretty dumb, stereotypical view," maintains Dell, "that comes from the
guys at Sun Microsystems and places like that, who are basically trying to
disrupt the tremendous market momentum that exists around the PC industry,
which they rightly see as a threat to their franchise. The first reason they are
wrong is that the market has already told them they are wrong, which is the
best litmus test of all. Sure, there are certain forms of 'server-based'
computing, but there's only a tiny percentage of the market going that way."

And he continues: "There will be some rich applications, which are better
stored on a server, but that's it. Thin boxes just aren't selling. And what is very
interesting about the Internet is that, as people get faster and faster
connections, they want faster, more powerful PCs, not slower ones. And
that's, to coin a phrase, the future, whether you like it or not."

more...
Dell is rather cutting when asked
whether Sun Microsystems' programming language, Java, will evolve into a
full-fledged operating system. "If they want to go that way, they have an awful
lot of work to do first. In any case, any new operating system has to go up
against Microsoft and, on any short-term basis, it's pretty hard to take out
their position. On a longer-term basis, things are a bit more open.

"Still, when all is said and done, I don't think Microsoft is a good company; I
think it's a great company, quite literally one of the best companies ever. If I
were a gambling man ... I'd put my bet on Microsoft winning, probably with
Windows NT. In this instance, that's where I think the future lies."

This should get the discussion on the thread going today.<g>



To: John Mireley who wrote (17206)6/20/1999 9:34:00 PM
From: Stormweaver  Respond to of 64865
 
>> Maybe it's because Sun hasn't been losing money trying
>> to market desktop PC's like IBM and HP.

That's probably a small part of it. Sun's rode the "dot in .com" wave and I'm just wondering when it will hit the beach ... considering the amount of competish in the iron markets.