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

To: dmf who wrote (5612)	11/15/1997 2:46:00 PM
From: gordon	Respond to of 64865

Dmf, from your post, I assume you are a MSFT share holder, you should watch out MSFT for long term view, Java really makes MSFT's future uncertainty, this uncertainty does not reflect on the current price of MSFT shares. For a short term view, I do not see problems with MSFT yet, at the current market level, the price of MSFT shares could be higher. Here is a article you should read carefully, I share some of his views. techweb.cmp.com ---------------------------------------------------------------------- George Gilder comments on Microsoft In a Network Computing interview, futurist George Gilder commented on the recent Microsoft/DOJ clash. And no one was spared his gaze. On IE integration: "Efforts to absorb communication systems into the OS are a mistake. You create a system that does everything poorly." Also, he thinks that this model "imposes too much responsibility on the owner of the system to resolve a series of very complex communication protocol issues in order just to achieve minimal services, such as e-mail." On Microsoft's co-optation of Java: He thinks Microsoft is driving away its biggest asset -- third-party developers -- by trying to fold everything into its OS. It takes profits away from other developers. He comments that the market itself may resolve this problem because "much of the energy and creativity is flowing massively to Java-based solutions. These will allow people to escape the Windows cage." On Microsoft business practices: Gilder thinks that Microsoft intentions (for IE and Java) won't be altered by Justice Department intervention. He said the "contest will be settled by the success of Sun and IBM in perfecting Java, rather than by the success of Janet Reno in collecting fines from Microsoft." On Java vs. a Microsoft browser: He predicts that Java browsers will outperform Windows-locked browsers on the network. But don't count Gates out. Gilder thinks that he knows this and will work out a way to fix the problem. On the Sun lawsuit: Gilder thinks Sun has a good chance of winning its lawsuit against Microsoft. On the Justice Department and U.S. anti-trust law: Gilder believes the DOJ's intercession into Microsoft's practices (in this case) are too late and probably won't have any effects on Microsoft's position in the market. And he called the U.S. anti-trust law a "septic tank," a tank that doesn't contain the resources to deal with speed of the dynamic software industry. He also thinks that the government is wasting its efforts -- the overly complex Microsoft model (and OS) should soon be collapsing under its own inefficiency. Besides, Gilder adds, having the government decide what should or shouldn't be in an operating system is putting the extremely-slow-moving Federal system "into an area in which it is incompetent." (Keep in mind that Gilder is considered a fiscal conservative.) On where Microsoft should go: Gilder says Microsoft should create a "platform-independent Java component system working across the network and breaking away from the bloatwear it is currently selling." Will it? Although Gilder sees Microsoft at an "unfortunate point in its history when it will have to change more drastically than those at the helm want," he also thinks that it will see its growth rate fall "dramatically over the next several years, and what seemed unstoppable will be more mortal than most people imagine." He thinks that Gates will change to follow the market. And eventually add value to Java. --------------------------------------------------------------------- Regards Gordon Shen