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: cfimx who wrote (21240)	10/14/1999 7:46:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Re: Java --it means that it is not a "platform, like it was being sold. the platforms are emerging. palm os,linux, ce, and psion. the problem with not being a "platform" is getting paid. the platform people have to be paid. psion is getting paid. palm computing is getting paid. nokia is getting paid the ultimate quesiton is how much of java will these devices carry, and two, what will people pay for the java that is on there? I didn't hear any questions in the con call regarding Sun not getting paid with regard to Java, Jini, Jiro, Chorus OS. ChorusOS had some pretty remarkable download numbers. Sun is all OVER this space. Java, although different than the original media hype of 1996, and after throwing out JavaOS altogether, has reached critical mass as a 'platform'. To say they're not getting paid, I don't understand, especially in light of the fact they don't break out the numbers (historically). I think you may be trying to stuff a square peg in a round hole regarding 'software revenue'. We're leaving the model that you're familiar with as a MSFT shareholder (rather quickly it turns out), and going to a HARDWARE/Service model. SUNW is getting paid for the Java platform in spades already. The interesting part is how many NEW ways SUNW will be paid for it in the future. I'm just happy Sun owns the brand. We don't even worry anymore about ActiveX or WinCE or "Cool" (or HP) coopting Java. It's *there. It may be that software revenue is fast becoming a quaint concept. I can understand where SUNW can now trade at a P/E similar to CSCO. I can't understand how a 80% '80's 'software' paradigm, tenuous monopoly MSFT can be trading at anything CLOSE to it's current P/E, outside of some vague hope of ".com" (can't beat 'em join 'em) action that somehow rivals it's present rate of revenue. -JCJ

To: cfimx who wrote (21240)	10/14/1999 9:11:00 PM
From: William Sheppard	Read Replies (1) \| Respond to of 64865

Twister wrote: It means that it is not a "platform, like it was being sold. the platforms are emerging. palm os, linux, ce, and psion. Java is a platform, too, and being provided on most of these other platforms. The difference is programs written to the Java platform can run on [Java on] all these other platforms, while programs written to Palm, Linux, CE, or Epoc (Psion) can't. Java is/has being/been implemented on all these platforms and more. Java is being specified as the application environment (that is, platform) for most digital TV standards. The KVM is seeing great momentum in the handheld/cell phone space. It'll take time, but Java will most definitely be a platform. Bill