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Technology Stocks : Will SUNW bring down MSFT? -- Ignore unavailable to you. Want to Upgrade?

To: Daniel Schuh who wrote (842)	11/15/1997 12:49:00 PM
From: Daniel Schuh	Read Replies (2) \| Respond to of 878

Comdex: Microsoft's CE may steal the show www5.zdnet.com As competitors emerge, the NC itself will offer only a thin, if not faint, profile at the show. Although four major vendors have promised to launch their own hardware lines running Java, only one will show anything in Las Vegas. IBM Corp. will show its Network Station Series 1000. IBM Network Stations will run its Lotus Development Corp. unit's recently announced eSuite of Java office applications. Lotus will feature users of its electronic commerce suite in a so-called e-Theatre at the show. I don't know, this sounds a little troubling. The NOISE reduced to a whisper? JavaStation seems to be slipping as bad as everyone else. Is there some good news I'm missing? Cheers, Dan.

To: Daniel Schuh who wrote (842)	11/16/1997 8:37:00 AM
From: pragat	Read Replies (1) \| Respond to of 878

Dan: It is becoming very apparent that JAVA is winning. It is also becoming very apparent that SUNs vision: The Network is the Computer is gaining widespread buyin. Read today's Washington Post front page-- Rivals Unite to Combat Microsoft, 5 firms plan common platform for Internet. Anyway, the 5 firms are: IBM, Netscape, Novell, Oracle, and SUN. The plan is to create an open architecture, and products to support that architecture. This vision is based on three elements: NCs/information devices, JAVA, and CORBA. Welcome to the world of "virtual corporation" and coopetition. I strongly belive that this alliance is strategic in intent, and poses a formidable threat to Microsoft. On a different note, a lot of the executives are supporting DOJ in their consent decree battle with Microsoft. Recently, Mitch Kapor voiced his concern on Microsoft's business principles. The debate has reached a new level at this moment in time.