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

To: Bald Eagle who wrote (48257)	4/14/2002 12:04:12 PM
From: rudedog	Read Replies (2) \| Respond to of 64865

Also explains why I made a lot more on SUNW than MSFT over the last few years <G>!. If Sun management could present a clean, coherent message about what comes next, or a vision for where the industry will go, that looks like it has legs, I would be interested in getting in at these levels. But what I see is either messaging about how the industry is hobbled by the MSFT monopoly - which does little to show why Sun is "hot" - or a pedantic emphasis on the box business, high end version, which is also uninteresting. Where is the sizzle that came with the rise of java? These are the same questions I heard on the floor at JavaOne. I even heard one executive at a company who is a big supporter of Sun say "is Sun going to be the next DEC?" When I asked him what he meant, he said that DEC continued to develop great technology even as it began its decline, but did not understand where things were going, and so built the best buggy whips in the business when they should have been building autos... he, like many others, was looking for a message around next generation architectures which would energize Sun. It was significant to me that none of the Sun keynoters even mentioned web services in the first 30 minutes of their presentations. Whether you believe in web services or not, it clearly has a lot of mindshare, and many of the JavaOne attendees were looking for Sun guidance. Most of the exhibitors had a web services story. Sun should have been leading that charge, not putting their head in the sand. I saw lots of great technology demos, lots of cool stuff on the use of java. But many of the neatest ones were demoed on Linux, not Solaris. At this developer-oriented conference, I would have liked to have seen a strong and coherent message from top Sun management around how they see the technical landscape and how Sun will achieve leadership, devoid of even a mention of MSFT. That didn't happen.