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

To: cfimx who wrote (23248)	11/20/1999 10:06:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 64865

You want a response? I've said in earlier posts that W2K will do well on desktops and be a non-starter on servers. This IBM news is no big deal, no surprise, no anything. People other than myself have said (correctly IMHO) that conventional desktops are not going to be massively replaced by SunRay-type appliances in sharp capital-spending cutovers. Appliances will work into the market starting with vertical-niche applications and then broaden out as the software model moves from product to net service, which it will. So IBM, still the victim of its own inability to focus on software strategically, continues to offer a roster of confusing choices from Linux to Java to MVS to W2K to AIX to God knows what. Their software strategy has been notable only for its thrashing nonexistence for the past 10 years and this is just more of the same. They dig themselves in deeper and deeper: what does an IBM sales guy say when he walks into a major account? Choose one from column A and two from Column B? We have a toolbox full of software platforms that enables us to tailor a solution just for you, and all you have to do is cross your fingers and hope that the one you pick isn't the next one we drop? By the way, we use W2K internally? Strategic software fragmentation is a major failing at IBM. Sun has a consistent story. Yes, the Javastation flopped. They didn't thrash; they didn't decide to turn their customers' destiny over to Bill G. and thus become the next name on the long list of marginless commodity vendors doling out pink slips (which IBM did). Rather, they fixed it. The story slipped in time but didn't change. It in fact got better. Sun's own infrastructure will move to its own new products. This is being reflected in the stock price. I think all this announcement shows is that IBM is a little desperate for something to say. Regards, --QS