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

To: fuzzymath who wrote (34570)	8/20/2000 4:35:24 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Kevin: Thanks for posting that Economist article. Which is bullshit. Linux is important, but it isn't just going to waltz in and take over the business. It will go through (and already is going through) its own version of the Unix wars, and it's surprising that people don't seem to realize that yet. Sun has won so far because it has learned its lessons from the Unix wars, and it has refused to get sucked into the various commodity swamps. What exactly does it mean when these Unix vendors are going to "combine" Linux with their own flavor of Unix to come out with an AIX-RL or a UnixGarbageWare+Linux? IMHO it means that eventually there's going to be a compatibility mess, a men-in-suits ego war, hostility between the vendors and the arrogant and fanatical "Open Source Community". It's not Sun who's arrogant; the Economist writer is wrong. Sun simply sticks to its knitting and pursues a clear-eyed strategy while everybody else thrashes and prays to the golden calf du jour. To me it seems obvious. But most writers don't seem to get it, and it's certainly possible I'm wrong. However, if I am wrong, we won't find out about it for five years because that's how long it MUST take the thrashers to turn their "disruptions" into complete product solutions customers can understand. It is absolutely imperative to remember that the late great Monterey project was talked about by SCO, INTC, IBM and HP as though it were actually real for nearly three years without ever getting so much as an inch off the ground before people finally stopped pretending. This despite the fact that the project was ridiculous on its face the day it was announced in early 1998. Five years. By then, I for one will be too rich to care. --QS

To: fuzzymath who wrote (34570)	8/20/2000 5:45:39 AM
From: JDN	Read Replies (1) \| Respond to of 64865

Dear Kevin: thanks for the article, I was unaware of it (blissfully I might add). I presume you have read QS's post and related article on IBM. I have read many articles over the years at the Economist and frankly do not come away impressed. To me they borderline on Barrons mentality (not a compliment in my book). They write to get READ not necessarily to indicate FACTS. They are akin to someone hollering FIRE in a theater (which is illegal in this country by the way). As to SUNW having powerful enemies---WHATS NEW ABOUT THAT. I doubt there is anyone on the PLANET that doesnt know of Scotts rivalry with MSFT (Gates). Can you guess who is WINNING?? As to a threat from INTC, look I am an INTC shareholder but EVEN I feel that INTC has had so much trouble trying to get that new processor out and it is so delayed now that it will be obsolete if and when it EVER comes to market. Lets just sit back and see what the USPIII has to offer. Based upon the "hints" Scott gave us at the last CC I think its safe to say the WORLD is going to be AMAZED!! You know in past years I have been an IBM fan but I will be honest with you. It appears to me that through their threats and rants and raves as to how they are going to swallow SUNW and swallow EMC they seem to be screams of desperation. Its really very sad to me that such a once proud company has had to resort to such actions. JDN PS: As to HP, they are not even worthy of discussion, about all they got left is a "set of legs" and that aint gonna cut it in the server or storage market!!

To: fuzzymath who wrote (34570)	8/21/2000 2:17:57 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 64865

fuzzymath, This is the standard litany of doubts we're all familiar with. The Economist article is filled with old news about the benchmarks, half-and-quarter truths about the cost of UltraSparc vs Itanium/Pentium. I would have thought that a mag with the stature of the Economist would be a little more scholarly and probative than this. But here we have the British tabloid effect leaching out into their financial publications. I can't imagine that this kind of pablum would actually influence investment decisions by any but the most feeble-minded and unenlightened. I'd like to check the editorial staff names & see if any of their personnel have ever written for the Star or the Enquirer. Interestingly, it seems this article was timed to appear at the same time as the INTC announcement of P4's.