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

To: High-Tech East who wrote (41168)	2/12/2001 6:19:17 PM
From: JC Jaros	Respond to of 64865

Pretty weak article given the source. I suppose that the drama of this new 'war' sells magazines, but as all battles are over before they ever begin (Sun Tsu), Microsoft's .NET (Not Even Timely) initiative is nothing more than a Hail Mary. Putting aside that the Internet itself is an Open Network Environment (open standards), there was a time when there really was some drama and MS had a chance. But that was a few years ago, before developers jumped cross-platform and server side, before WinCE failed and before MS let themselves get bogged down in the Vietnam of anti-trust and belligerence. The world of IP networking is running on 80% open standards systems and despite MS's best efforts, remains so. MS's .NET (New EULA Tack) may sell a few magazines and may keep some MSFT investors placated enough that they'll not jump ship as MSFT desktop revenues dwindle, but open standards rule nowadays and MS has had (past tense) it's day in the sun. -JCJ

To: High-Tech East who wrote (41168)	2/13/2001 1:56:57 AM
From: Charles Tutt	Respond to of 64865

Didn't Gates say that's his favorite periodical? Charles Tutt (TM)

To: High-Tech East who wrote (41168)	2/13/2001 4:36:42 PM
From: David Howe	Read Replies (2) \| Respond to of 64865

High Tech, Nice article. << Sun has dubbed its software strategy ONE, which stands for Open Net Environment. Unlike .NET, a big shift in strategy for Microsoft, ONE is really just a new name wrapped around Sun’s existing products, with the promise of more products to come next year >> Same old products with a new name? Now that's a bold initiative. << Sun Microsystems, a seller of both hardware and software, which unveiled its own approach on February 5th. Sun, crowed Microsoft, was racing to catch up. In fact, the opposite is true. In many ways, .NET is Microsoft’s admission that Sun was right all along—that software should be a service provided over a network, not an add-on to a PC. Sun, along with IBM, Hewlett-Packard, Oracle and others, has been pushing this “software as a service” model (which conveniently relies on expensive hardware and software, rather than cheap PCs) for years; .NET is merely Microsoft’s more PC-centric take on it. >> SUNW has been pushing the 'service provided over a network' idea for a long time and they failed for several reasons, but mainly because the pipes were never fat enough. Now that broadband is approaching, MSFT is timing .Net appropriately. Broadband will allow the information and software to reside on the server and the PC will be able to tap this information and software quickly. MSFT won the browser war even though they got a late start. Once the internet was a viable platform, MSFT developed the superior browser and won the war. MSFT could easily win the server centric war. Now that broadband is a viable technology, MSFT is developing .Net to capture this market as well. Don't count MSFT out. SUNW should be quite concerned, IMO. All just my opinion, Dave