To: jim A who wrote (5455 ) 11/11/1997 10:17:00 PM From: gordon Respond to of 64865
>I own SUNW long, and use to own NOVL (which still >has the largest installed base of Network software, >albeit eroding quickly because of NT). >It apears to me that the same may be occurring here with SUNW >as it begins its NT challenge. What if JAVA ad the Network computer >don't take off? Jim, You must understand the fundamental of today's computing industries is changing, Java makes OS less important, if there are enough Java applications, any "OS + JVM" can compete with Windows on more equally play field and the best OS and the best marketing strategy will win, the day, for the most applications the Windows is only game in town, will end. I see significant chances for Solaris, OS/2 and others. Java already took off, of course risks always exist, if you truly understand Java and the current Java status, you would know the possibility of Java failed were pretty low, Java already is 10 times better than its of last year, it will be much better next year, the talk of incompatible of Java between JDK1.02 to JDK1.1 is like why a application runs on the Win NT can not run on the Win3.1, although 1.02 vision of Java can run pretty good on JVM1.1. >Every company that has challenged MSFT head-to-head has perished, >and i'm starting to think the same may happen to SUN. >I'm thinking of buying more, but not quite sure what my rationale is. >Convince me beyong JAVA and NC. In the situations the Windows is only games in town, what results can you expect? This time, Sun has a upper hand, MSFT should be more worried than Sun. Do not forget Sun is also a very aggressive company, their past records have been outstanding, if Windows could not catch up quickly, the risk would be more on the MSFT side. Investing is like a kind of gambling, if you don't feel comfortable then don't get in, the current price level of SUNW reflects the shadow of NT threats, most people in this world do not really understand the Java and don't care, as soon as they see the power of Java like daily comfortably using cheap Java office suite, playing interactive java games, buying a Java products with reasonable performance and choosing a cheap OS that could run best on Java, do you really think you would still see SUNW at current PE level? Plus java will create a huge market for JavaChips, no reason to think Sun will not benefit the most from it. Java is a main reason to bring me betting on Sun, time will tell. Cheers Gordon Shen