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


To: jhg_in_kc who wrote (19937)9/19/1999 10:45:00 PM
From: JC Jaros  Respond to of 64865
 
Unix, ubiquitous IP computing, the computer becoming the network, future technologies.

You have a very large legion of happy and creative geeks plugging along, executing the snot out of a chronically appropriate business model, in the right place, at the right time, with the exact right story under the exact right circumstance.

What is that worth?

-JCJ




To: jhg_in_kc who wrote (19937)9/19/1999 11:34:00 PM
From: E_K_S  Read Replies (1) | Respond to of 64865
 
What about Sunw's venture into the set top box arena? I believe SUNW already has both the OS and some components (including the Network processor Custom designed by Scientific-Atlanta around a 54-mips Sun MicroSparc RISC processor; handles DES decryption, protocol stacking, memory management, and IP data filtering) into Scientific Atlantic's new set top box "Explorer 2000" model (http://www.sciatl.com/) that should hit the market in October this year. I also think SUNW will be building their smart card technology into this box which will allow secure e-commerce transactions.

"...Together, Scientific-Atlanta and Time Warner pioneered interactive digital services in 1996. It's exciting to see the efforts of years ago paying off today as Time Warner rolls out its digital services using Explorer 2000 set-tops," said Jim McDonald, president and CEO of Scientific-Atlanta...."
(http://www.sciatl.com/NewsRoom/NewsReleases/releases/990817-1.htm)

Isn't it funny that Motorola decided to pay $11 Billion (in MOT stock) for GDC (General Data Com) to establish a "fighting" position in this new emerging growth market.

For a very interesting few of the technology used in this set top box, look at page 82 of Wired Magazine December 1998. (http://www.wired.com:80/wired/archive/6.12/mustread.html?pg=20)

EKS

P.S. I posted a message referencing this article back in January 1999 Before the last SUNW split.