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

To: jhg_in_kc who wrote (22310)	11/4/1999 9:44:00 PM
From: Prognosticator	Respond to of 64865

The shift from the desktop to the Internet. The desktop is becoming irrelevant. Suppose I walked into your office, with a large mean looking AK47 (just for show), and said: you have to choose: lose your Internet Server, or lose Windows. Which could you live without? Sun is ideally positioned to serve the next phase of computing, which is server-centric, thin-stateless-mobile-client oriented. To answer your question of James, regarding CTXS, the server that CTXS needs is a hacked up version of Windows NT, and it is not scaleable, or reliable. The client is a fat desktop PC, and it is not mobile, stateless, or administratable. The combination is at risk from Microsoft (CTXS was almost destroyed a couple of years back, and I don't think they are safe yet). SunRay (or other stateless devices such as cell-phones, palm-pilots, etc) represent the future of computing, and that is the tectonic shift I was referring to. Of course, I could be completely wrong about this, but the Market seems to agree right now. And I respect its opinion. P.

To: jhg_in_kc who wrote (22310)	11/4/1999 10:04:00 PM
From: paul	Read Replies (4) \| Respond to of 64865

As a Californian I vote for no more Tectonic Shifts! Perhaps what Prog refers to though is that A new generation of technology based around the Internet has come to the forefront. for example Akamai went public a week ago and already they have a market cap around 17 Billion dollars. Hot companies like Vignette, Broadvision, etc all use web standards - Java, HTML, and are Platform Neutral both in OS's and Browsers. Actually they favor the platform that best delivers massive scalability, interoperability and managability - Unix. NT isnt even keeping up - they are falling behind. The Internet has grown 10 fold in the past year and the only think about Windows NT that has progressed in that time is a new name. A desktop heavy PC is a "legacy" platform in a world that is moving toward net devices and application services - no company will get $5 in seed money here in Silicon Valley by having a business plan that says its going to develop a C++ application for Windows. In every emerging category Microsoft is at best Neutral and probably worse due to the hostility they have engendered in the industry. Microsoft should still have a healthy desktop and network OS business since after all they are a monopoly but is a future where Microsoft cannot leverage proprietary standards worth a half trillion dollar market cap? Also most of the farther reaches of Microsoft's cartel are collapsing - the PC vendors, the PC distributors, the PC software industry - the PC superstores, chip vendors, PC software developers - so microsoft is dining on Lobster while everyone else in its orbit gets crumbs sorta like Nero fiddling while Rome burned..