To: Rusty Johnson who wrote (22677 ) 11/11/1999 2:22:00 PM From: JC Jaros Respond to of 64865
Coming back to a few things after listening to the Stockholder meeting replay, I made some random notes here and there. I'm coming back to this post first (SunRay). Regarding the presentation itself: Most everything in the first half is likely to be an enlightening Intro to SUNW for the SUNW investor newbie. The stuff in the second half of the multimedia web file (Scotty Q&A) is very worthwhile for those who listen to a lot of the quarterly conference calls like I do, and like to connect the dots. So, on the topic of the SunRay thin client. Scott referred to it as being like a TV (and it being quite cool). I'm looking forward to Charles report after touching it, which I'm sure he did. Scott said though that it requires a 100 megabit pipe. It's really great over a fast corporate network, but sucks even on DSL and cable modem. He indicated he thought that it would be at least another 5 years before we could expect that type of bandwidth outside of a network campus. When out of the office (which most SUNW employees *are <another reference>), they use a Java browser and a personalized sun.net web page. Scott indicated that he personally preferred the minimalist (with Java email applet) browser interface, over the 'drill though' Solaris menus. That says I think that they've got JavaStation type plans for the MAJC chip(?). Meanwhile, with so many Sun employee board members unavailable for the meeting, they had to bring in John Doer (sp), who is the head of the big venture capital firm, Kleiner Perkins. He was off in a corner doing work on his Windows PC laptop. Scott made reference to him doing that, and John replied that he was indeed, but that he was using Star Office. <g> -JCJ