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

To: Lizzie Tudor who wrote (59579)	3/18/2004 1:29:53 AM
From: Charles Tutt	Respond to of 64865

I'm not sure that's true. Charles Tutt (SM)

To: Lizzie Tudor who wrote (59579)	3/18/2004 6:44:26 AM
From: alydar	Read Replies (2) \| Respond to of 64865

lizzie, i think sunws success, in asia specifically, will be because they are going to oem their product. we know that most governments are hesitating on msft projects and want a homegrown product that they can fee more secure with and save some money. i believe with the java desktop and enterprise systems oem products can be and will be delivered. the software products, in some instances, might not say sunw but that is not the point. i think sunw has an opportunity to private label their java offerings for each opportunity. do you think g.e. makes any of their appliances? no, they do not. they have it made for them but their is a oem manufacture behind the scenes and they make decent money. in the future i do not think we will talking about selling software or hardware because everything will be provided on a subscription basis. sunw will give away their software and hardware products for a subscription fee. oracle, salesfore.com, etc. are alreay to this. it is a great strategy for sunw because, at least at this point, not many hardware vendors can compete with it. much like aol giving you a dumb terminal for free for a contract to use their service. newscorp has used this strategy brilliantly in britian. have a good one. alydar