Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stormweaver who wrote (17627)	7/6/1999 1:00:00 PM
From: The Ox	Respond to of 64865

Same old argument, different day....snoooze......

To: Stormweaver who wrote (17627)	7/6/1999 1:48:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

I worry more about the SUNW desktop than the Solaris desktop. Nobody is going to compete successfully with Microsoft on the conventional PC desktop...Sun knows it and so does everybody else. The point is that the PC desktop is about to collapse as a business: it's going to turn into a freebie with no margins regardless of volume, something that will be given away by various service providers. Microsoft's margins will dry up. Free PC's will not IMHO create a bunch of future customers for dual-Pentium bloat boxes. They will create a growing appetite for free PC's. Do you see the announcements that Microsoft is making about future generations of Windows? "Self-healing, self-updating PC'S"? To me it means a thin client, they just can't admit it. Bill G. is not a dummy. Microsoft knows which way the wind is blowing. They have to diversify out of low-margin commodity-land, and they have nowhere to go but places they ain't good at. This is troublesome. It is true SUNW has to execute the Java desktop. They will do so. They've invested years and millions going through an initial learning curve and positioning themselves. Microsoft has spent that same time on....Windows 98, NT 5.0/2000, Office 2000, Windows CE<g>. This is why McNealy knows that if MSFT ever had to depend on their own R&D exclusively, it would be Game Over right then and there. As far as the DOJ goes, this subject has been hashed to death. I'll simply say that while I respect your opinions, I particularly disagree with your perspective on this topic. Regards, --QwikSand