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

To: alydar who wrote (34671)	8/25/2000 3:24:39 AM
From: QwikSand	Respond to of 64865

...The same for storage. We will be paying for usage like electricty. This baby is only about 1 year, at most, away and, IMO, dominate the desktop arena. MSFT will be late to the party. All the pretty ones are already taken. I agree with the end point, but no pretty ones are taken yet. Deals like the SUNW deal with EXDS are of paramount importance, but in the future as you say they will involve software as well as storage. So the EXDS deal is nothing more than an important first step. One scenario envisions an open market with software-neutral hardware backending a variety of rentable application software competitors off the same server infrastructure. In that case the OS counts as part of the server infrastructure, and the app platform environment is a hardware-agnostic "run-anywhere" thing e.g., Java & friends. And perhaps there are several of them. This scenario envisions SUNW and MSFT becoming buddies. I don't buy that scenario. MSFT will try to control the entire software stack down to just above the bare hardware, as they do today in the desktop PC space. MSFT's goal is to control the O/S, the application execution environment, and thus, indirectly, the hardware. Just as they do today. The alternate big-server software-rental scenario where the battle line is drawn above the O/S rather than below it is a fantasy. Those who think MSFT is going to allow it to happen that way are, shall we say, not as expert in the industry as they may imagine themselves to be. It amazes me that the truth isn't obvious to everyone. Software is NOT a small issue for Sun. --QS

To: alydar who wrote (34671)	8/25/2000 10:00:48 AM
From: Michael F. Donadio	Respond to of 64865

Blisenko, I use a Mac G3, and am anxiously waiting for OS X. I have a good feeling for it, but Apple has kept me waiting too long. If OS X is as successful as I think it will be, the desktop market could indeed see Apple gaining market share. Why? Imaging, publishing, video editing etc. being the only real reasons to have a destop computer and that is Apple's forte and with OS X a must have. The PC's domain -- business applications -- will migrate to the internet appliances and the server centric model proposed by SUNW. MSFT main focus will shift to the NET to become the premier applications developer. JMO, Michael