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

To: uu who wrote (24639)	12/12/1999 7:28:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 64865

I disagree that Sun no longer needs some form of Java standardization. The popularity of Java is dependent in large part on the write once, run anywhere concept and Sun needs other Java vendors to buy into that standardization for it to continue growing in popularity, certainly for it to have any hope of dominance. Without standardization, Java will develop a bunch of extensions and dialects that will lock people into one vendor. Sun may have a strong marketshare, but in terms of Java it isn't strong enough for it to play MS and force everyone to do what they want. As impressive as the racks of Suns may be at somewhere like Exodus, don't be too sure that this means there is a ton of Java running there. Server-side Java is still a slow performer.

To: uu who wrote (24639)	12/12/1999 7:54:00 PM
From: JC Jaros	Respond to of 64865

I think I may owe you a debt of thanks for mentioning LSI here on the SUNW thread a long long time ago. I rotated out of Novell about exactly a year ago and into LSI after tracking it down to the last day of the year. Having watched it go from $16 to $60-70 in less than a year, I'm quite the happy 'timer'. LSI ended up being the best performing S&P stock for the entire first half of the year. I don't know how it rates now, but as a true believer in ubiquitous computing, I know LSI as a good stock to be holding going forward. Anyway, thank you for the original intro to LSI way back when (when SUNW was still in the garage <g>). -JCJ

To: uu who wrote (24639)	12/12/1999 7:59:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

Hello Addi, Welcome Back. We had a little discussion a while back on Exodus and their CEO saying that 90% of their servers in their sites were Sun and she is an ex-IBM Executive. Several of the Sun Bears on this thread were minimizing Sun's presence in the Web Server space bringing up some studies that Sun had only a 13% market share which may be true in absolute terms but not in their predominant share in commercial web sites (read as those companies which actually are profitable customers as opposed to those who buy PC servers). Then again Novell outships Solaris in absolute terms so it pretty much means zero. I played golf with a IS manager from go2.com and like clockwork he told me they were using Sun servers hosted by Exodus. Exodus offers the entire facilities and uptime guarantees for these companies so that they dont have to invest in the datacenter infrastructure besides the servers - also im 99% positive that Exodus doesnt lease capacity like ASP's - companies buy the servers and physically host them there - companies like Corio, Oracle Business on Line and SAP host other companies applications on servers they own themselves and charge companies for useage - and ho hum they all use Sun servers. Twister in fact was pooh pooing rising star exodus - another train which shall leave its telltale tracks along his back should he be putting his money where his mouth is as unlikely as that is.

To: uu who wrote (24639)	12/13/1999 9:20:00 AM
From: Jean M. Gauthier	Respond to of 64865

Welcome back Addi, we are honoured by your returning presence. Things have certainly changed since SUN was being beaten up uh ? Take care Jean

To: uu who wrote (24639)	12/25/1999 1:01:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

Hi Addi, Your reply to my inquiry concerning SUNW's shift away from the standardization of java was as insightful and as well articulated as I had hoped it would be. I thank you very much for giving me and others a meaningful perspective to gauge it by. Let me also take this opportunity to wish you the best as we transit to the new millennium. I hope to be able to attend the party you will be giving in San Diego at your ocean front villa as the wisdom of your investments mature. I selfishly hope you make yourself a more regular contributor to this thread again. I find your insight and grasp of the technology & its significance invaluable; (or should I say valuable since I didn't sell). All the best, Michael