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

To: QwikSand who wrote (53477)	3/18/2003 5:56:47 AM
From: JDN	Respond to of 64865

Dear QS: What I am wondering is this: I believe in the past SUNW benefitted from the huge upswing in the telecoms and the internet, both of which are on their ass now. however, over the LONG HAUL how are we to get along without improved communications? I was one that believed the internet was going to be the end all of all great things. (remember the Refrigerator talking to the stove?) Is that day ever going to come or not? jdn

To: QwikSand who wrote (53477)	3/18/2003 8:35:12 AM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

Did you see the article in which Sun says it will be boosting the power of its devices by a factor of 30 over the (as I recall) next five years? We're still waiting for broadband internet access and video on demand to become the norm, and most of the world is still without telephones. The Internet has barely begun its evolution. Wireless access will boost demand. Handheld and pocket devices need support infrastructure -- as they get smaller, more of their apparent power is in the remote devices to which they connect. Retail is increasingly shifting to the Web. Did you see the tour of the army's command center in Kuwait? We are about to witness the most tech oriented war in history. Individual soldiers are already located via GPS and linked back to HQ. Soon (if not already) the generation of hardware in place (much of it an ancient 3 years old, last updated in anticipation of Y2K) will allow for replacement on the basis of savings in electricity consumption alone. Tomorrow (or the next day) somebody will come up with "the next big thing," and it's bound to consume compute cycles. Maybe we'll yet see lightbulbs that signal when they need replacing and cars that bargain for their own fuel. The industry has stalled for a couple of years, but it isn't terminal (pun intended). Cheer up. ;-) JMHO. Charles Tutt (SM)