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

To: techtonicbull who wrote (38143)	11/23/2000 2:03:16 PM
From: QwikSand	Read Replies (3) \| Respond to of 64865

I think this article is important for long-term Sun investors to think about, whether you agree with its conclusions or not. Sun management is already thinking about it--this gives more of an insight into the purpose of the Cobalt acquisition. Major product impact from this "grid computing" concept is relatively (in "internet time") far off and certainly won't be 100% general when it surfaces, at least not at first. But notice who the Winners and Losers are per Red Herring: Intel the winner, "big server manufacturers like HWP and SGI(???)" the losers, but NOT Sun, presumably because Red Herring thinks they're on top of the trend. Cave-dwellers' first reaction to this will be the usual "it's not like the status quo, so it can't be right", akin to the knee-jerk, PC-centric rejection of appliance computing that we've been bathed in over the past 4 years. But in the limit (and please note I'm saying "in the limit" as in "never completely happens and doesn't happen at all tomorrow"), the trend is toward physical computing objects becoming so small that they effectively disappear altogether, leaving only a ubiquitous global "soup" of information and human interfaces to it, interfaces which will take forms that would surprise us greatly today. Sounds like new-age bullsh*t, but so did the personal computer in 1970. That Sun management is already aware of this trend and is taking initial steps to do something about it, as noted in this article, is a good sign for long term investors. The issue as usual will be execution. --QS redherring.com