To: Charles Tutt who wrote (5345 ) 11/5/1997 11:49:00 AM From: uu Read Replies (3) | Respond to of 64865
Two items of interest! First item: As I said before and expected, IMHO of course, Microsoft is aggressively going after telecommunication and media (or the highways on which Sun's thin client computing will travel). Their latest attempt in this area is their desire to invest over $1 billion in US West (see yahoo.com . This as discussed before will benefit both Sun and MSFT. Second item: Microsoft just anoouncement that they have a preview version IE 4.0 for UNIX (e.g. Solaris)! The claim is that all applications developed for IE 4.0 on Windows will automatically be portable on UNIX as long as IE 4.0 is used. I have not seen it yet but am planning to get a copy of it by end of this week. This may at first and on surface give irrational exuberance to hard core MSFT believers! But this is nothing but just irrational exuberance on the part of hard-core MSFT believers. At the same time this may cause some concerns among SUNW share holders mainly because of the perception that is thought to be given to the industry that Microsoft's Java VM is universal and does not require MS proprietory OS. However I believe this will remain to be just a wishfull thinking , mainly due to the fact that the industry has already adopted Sun's pure Java VM. Nevertheless, some may argue that this will be confronting Sun a little bit of challenge for the first time ever from Microsoft. However, in my opinion this is not a challenge at all!! And in fact this can be viewed as a development that is very much beneficial to Sun, and from what I have heard from a couple of architects at Sun this has been something that Sun has been hoping for Microsoft to do! For one thing people should keep in mind that any push for the deployment of Java on the desktop market (whether UNIX or Windows, VMS, or whatever) is a boost for the deployment of a thin client/server centric computing model. And this computing model means only one thing: boost in the sales of servers , and those who benefit the most are the server makers (especially Sun). As both a MSFT and Sun share holder I am pleased to see this new development which will benefit both Sun and MSFT (however Sun the most). MSFT's main gain will still be, in my opinion, through moving away from just a software tools provider to a direction of media and telecommunication control and (perhaps even manipulation)! Regards, Addi Jamshidi