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

To: QwikSand who wrote (26801)	1/26/2000 2:12:00 AM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Just to put this in perspective, here is what the 'M$CSL' looks like. M$ is finding 'Open Source' much easier to swallow than Open Standards. MICROSOFT LICENSE AGREEMENT FOR ZONE INTEGRATION SERVER microsoft.com That's the funny part. Here's the part where M$ drifts off into it's standard vision of turning the internet into a big M$ BBS. "Schools Interoperability Framework". There's the M$ XML vision. Zone Integration Server (ZIS) ZONE INTEGRATION SERVER Overview The Zone integration server is a middleware developed by Microsoft and it's partners that provides the mechanisms and services that allow third party applications to exchange XML data. These services include message routing based on the publish/subscribe and request/response paradigm, security and message persistence to account for communication failures. This software is based on the V0.9.2 SIF specification and has been successfully tested and used in three pilot sites. The Zone Integration Server is not a supported Microsoft product and as such has not been put through the usual procedures of a Microsoft product release. It was developed for the purpose of validating the SIF specification and helping vendors implement pilot sites. It is available from this web site in source format and we encourage vendors to download it, productize it, bundle it with their main product offering, and/or offer deployment and support services around it provided they abide by the attached license agreement. Architecture Third party vendors can connect their applications to one another via the Zone Integration Server by writing Agents. These agents perform the task of brokering communications between the existing application and the Zone Integration Server. The agents are also the boundary where the translation between the application's internal data format and the Schools Interoperability Framework (SIF) format occurs. Details about agent architectures can be found in the pilot deployment documentation on the SIF web site. The figure above shows the architecture of the system and how the different components relate to one another. Description of the Software The server component of the software is based on Windows DNA and has been tested on Windows 2000 and Windows NT 4.0. It uses a SQL Server 7.0 database to store the publisher/subscriber information and MSMQ as the queuing service. It also supports socket level TCP/IP as the communication mechanism with the agents. The software has been written using Visual C++, with sample code written in Visual C++ and Visual Basic. The client component is available on Windows 2000, Window NT 4.0 and Windows 98. The agents interact with this API using COM. System Requirements Windows NT Server 4.0 (SP3 or greater) or Windows 2000 Server SQL Server 7.0 MSMQ (installed as a Primary Enterprise Controller or Primary Site Controller) Microsoft Visual Studio 6.0 (Visual C++, Visual Basic) microsoft.com

To: QwikSand who wrote (26801)	1/26/2000 12:01:00 PM
From: johnd	Read Replies (5) \| Respond to of 64865

There is a lesson to be learnt from what is happening to QCOM today. First kudos to SUN management on generating 25%+ growth rates in top and bottom line. That too in an environment where: - Linux and NT are competing aggressively on low end - Sun's US2 is a dog among high end CPUs - Had to take share away from IBM and HP on high end Terrific management - marketing and sales. Java, Jini, dot com hype has worked. But I must tell you what I see going forward - There is serious risk of new margin pressures * IBM is very aggressive all of a sudden starting this month to "Kick butt" on SUN * US3 driven R&D (implying heavy NRE spending, production order with scrap risk) * Windows 2000 and Solaris OS & up to 8-way price pressures on low end Lot of folks on this thread are momentum investors. But need to remember that momentum goes both ways -> Up and down. For people who care about fundamentals: SUNW is worth about 38 per share or less than half of where it is now (just my opinion. You may disagree and that is fine). Why?: SUN has about 25% growth rate. Mcneally in conf. call was trying to bring expectations even lower to 20% (bit unusually so). What price to growth would I give SUNW? I would like to give PE/growth of 1 but I will stretch it and give a PE/growth of 2. At PEG of 1 it deserves 25 * .77 or 19.25. But I will stretch it give a PEG of 2 or about 38 per share.