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

To: rudedog who wrote (35540)	9/19/2000 6:56:05 PM
From: DiViT	Respond to of 64865

"We like AMD. The enemy of our enemy is our friend," Jonathan Schwartz, Sun's senior vice president of corporate strategy and planning, said in an interview today. However, in the long term, Sun expects to move Cobalt's products over to Sun's UltraSparc CPUs and its Solaris operating system, Schwartz said... So why Cobalt? They could of picked another server appliance maker. ...Even though server appliance sales cut into revenues from more expensive general-purpose models, analysts say these large companies must adopt server appliances or face losing the business altogether to start-ups... Schwartz said Sun is also pleased that it will own Cobalt's ChiliSoft software, which lets Sun and Linux computers use a Microsoft technology called Active Server Pages (ASP) that creates customized Web pages... ...Sun has a competing technology called Java Server Pages. JSP is a "superior technology," Schwartz said, "but Sun recognizes that "there are a lot of people who use ASP."... Hmmm, looks like they picked up some .NET technology... news.cnet.com

To: rudedog who wrote (35540)	9/19/2000 8:04:00 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 64865

Rudedog, Cobalt is bought and SUNW's total strategy is yet to be unveiled -- i.e. how it will relate to solaris, Sparc etc. Zander says they are not yet willing to lay their cards out on the table for all to see but I am sure they have very carefully conceived how it will fit into SUNW's vision of the future and their key technologies. With some companies I might not believe this, with SUNW I do. This is a visionary company if it is anything. This purchase extends SUNW's domain and their reach. SUNW is growing from the top down, unlike the earlier fear that MSFT would succeed by growing from the bottom up. The CFO says the purchase is accretive and will add to SUNW's bottom line. All the best, Michael