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


To: jim A who wrote (5455)11/11/1997 6:10:00 PM
From: uu  Respond to of 64865
 
Jim A:

> ..Every company that has challenged MSFT head-to-head has
> perished...
> .not quite sure what my rationale is. Convince me beyong JAVA and
> NC.


I think if you look at a few posts back we went over these subjects and to avoid repoeating all I can say (in my opinion of course only) is that If you believe in MSFT and want NT to suceed then you must also hope for Java and NC (along with all other thin client machines to succeed)! NT without the success of Java is similar to having a car without the license to drive or the gas to put in that car!

Regards,

Addi Jamshidi



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



To: jim A who wrote (5455)11/12/1997 7:03:00 AM
From: Kashish King  Respond to of 64865
 
Despite a virtually unlimited budget for development, marketing and support, it has taken Microsoft almost 10 years to get their component model to the point where software developers have actually started to use it to build applications. Microsoft's component technology allows legacy languages to communicate and share components based on the lowest common denominator language: Visual Basic. This is not a theory, it is a fact that Microsoft's whole "language independence" effort has been geared toward Visual Basic. They don't want language independence, they want their language. Unfortunately for them, the whole system is a mess. Software reuse is limited and extending components is next to impossible. The whole poorly designed, poorly thought out mess has resulted in extreme bloatware that makes Java look like optimized assembly. Direct Java to ActiveXcrement comparisons will reveal the truth about that but right now people are comparing Java and legacy Windows applications. The fact that there is a vastly superior alternative that doesn't rely on Windows spells the end of Microsoft's archaic business appliances and the dawn of something much more powerful.