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

To: QwikSand who wrote (20287)	9/26/1999 7:44:00 AM
From: cfimx	Respond to of 64865

qwik, i was wondering when one of you would go beyond the sound byte headlines of last weeks announcments and discover that ms will introduce thin clients for msn. I think this is incremental business ( much like webtv ). YOu may see a whole new cast of OEM charaters building things. where we disagree qwik is you think his will canabillzie the PC and I and msft do not. So, SURPRISE!, I disagreee with you here. Basically, it wll be sunray.com for the masses. See, sun.com has the same problem as apple.com has. No partners who will build these low margin terminals for them. That is sun.com's achilles heel going forward. No oem model.

To: QwikSand who wrote (20287)	9/27/1999 12:03:00 AM
From: Rusty Johnson	Read Replies (1) \| Respond to of 64865

Briefing.com interview with Oracle ... www2.briefing.com Briefing.com: Sun's new Sun Ray monitor represents a new computing model: a thin client networked computing model that puts all of the data and processing for an application on the server, not the client. Oracle's 8i server product alliance with Hewlett Packard allows a server to be completely configured and accessed from a browser only. Is this new computing model of thin clients going to supplant networked PC's, and what is Oracle doing proactively to sell into this new computing architecture? Mr. Henley: Actually, it's not all that new. Larry Ellison talked about this model of computing four years ago, and his vision has not wavered. Three years ago, he set the company on a fundamentally new path; and now, Oracle makes products that only run over the Internet. Oracle8i is the first platform designed for Internet computing, and, at the dawn of the Information Age, Oracle is the leading company in information management. Briefing.com: Will this new era of thin clients supplant networked PC's? Mr. Henley: I think the question misses the point. It's not the device that matters, but what you do with it and where the market opportunity is. Consider this: There are three times as many cell phone users as people on the Internet today. Soon, you will see people using cell phones and personal digital assistants and even their televisions to access information and conduct transactions over a network. That is a lot of users and a lot of different devices. Users will choose whatever device that best suits their needs. The demand for information, however, and the ability to deliver it will only increase. That is where Oracle comes in. Not only has Oracle been designing all our software for this network environment, but for the past 20 years, we have been continually improving our server-based software to handle this increasing demand. It's no wonder that, if you look behind virtually every top site on the Internet, you will find Oracle technology. What are we doing to proactively sell this new architecture? Frankly, we're just trying to keep up with demand. Our customers realize that it's e-business or out of business, and our Internet-based products help them achieve that reduction in operating costs and provide all their users and customers access to the right information, any time, anywhere. Briefing.com: Microsoft just announced the Windows 2000 Distributed Network Architecture (Windows DNA), which uses XML as a communications protocol, and promotes the SOAP standard as an open industry standard. SQL Server 7.0 will support the SOAP standard. Will Oracle support the SOAP standard and Windows DNA? Mr. Henley: Oracle is in full support of open standards. We even support Windows. In fact, we make more from the sale of databases on Windows NT than Microsoft. But, when if comes to openness, we live and breathe the industry's most open standard --the Internet - which doesn't require ties to any one company, product or technology. Essentially, Windows DNA and the SOAP standard are an admission that the Client/Server era is dead, Larry Ellison was right, and that Microsoft must finally cross the chasm to the Internet. Guess what guys, the Internet has changed everything, and you are just beginning a crusade that Oracle began years ago. Retro-fitting Windows technology with XML isn't going to fly. Frankly, the industry doesn't need another standard, much less one tied to the Microsoft platform. Everyone is already behind XML -- Oracle has incorporated it as a key part of Oracle8i -- and the industry is well into its adoption of Enterprise Java Beans. "The demand for information ... and the ability to deliver it will only increase." Bank on it. Precisely why I've invested in SUNW, AMAT, LU, CSCO, IFMX and SWCM to name a few. Best of luck.