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

To: Charles Tutt who wrote (19167)	9/2/1999 4:02:00 AM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

I think the Star Division thing is great, but for overall impact on SUNW my votes are for Java, Jini,and UltraSPARC III first silicon. Java and Jini were terrific in the abstract. This is special though because it's a lot of things coming together over what might otherwise be a small thing. They come together to form that single moment where Sun breaks to where it's been wanting to for so long, and that's 'software'. Linux comes into focus. Java comes into focus. The two come together. It's the Webtop. It's apparent that the old order is going to be displaced. It's really happening. One gets the sense that Sun is executing it's *whole vision flawlessly, and that the street and the rest of the world is hip to this. It all comes home as it comes home to the PC desktop. The behemoth 'suite' is brought home in all major platforms, in all major languages and given away gratis with source access and at once given to being a web service like email, in a new model that allows AT&T or AOL to become the next Microsoft. There's only two things most of us use these PCs for. Neither one of them is going to be sold to us by Microsoft outside of MSN, but rather Ma Bell and the ISPs. That started 9(nine)/1. We still need the Solitaire thing, however. :) -JCJ

To: Charles Tutt who wrote (19167)	9/3/1999 2:25:00 AM
From: Charles Tutt	Respond to of 64865

The news of the day has understandably caused discussion to focus on Microsoft, but I frankly think it's becoming clear that Sun's vision will ultimately triumph in that arena; victory is Sun's to lose. I doubt that Microsoft can muster either the competence or credibility to remake itself into the "Network is the Computer" provider of choice, despite Ballmer's apparent sudden conversion in his Financial Times interview. I think the real issue now is how to achieve "coopetition" with IBM. JMHO, of course.