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

To: cheryl williamson who wrote (5757)	11/20/1997 3:25:00 PM
From: Kal	Respond to of 64865

Cheryl, >>his response to the NC is: "OK,... Bill's motto is: if you can't beat 'em, join 'em, heck, who needs that, spoil it on 'em.

To: cheryl williamson who wrote (5757)	11/20/1997 4:56:00 PM
From: David Hsu	Read Replies (1) \| Respond to of 64865

Cheryl, I don't think that you are giving WBT's (Windows Based Terminals) enough credit. It's not Microsoft designing them but NC companies like NCDI, Wyse, Boundless, etc. WBT's do have their own operating system in memory (Windows CE) and also I'm sure handle some caching and graphics locally. Please go to www.ncd.com and look at some of the articles. NCD considers them to be "thin clients" not dumb terminals. If you have any questions please feel free to post to the NCDI thread addressed to Doug Klein (Cheif Techical Officer) and I'm sure he would be happy to respond. Thanx for the explanation:-) Regards, Dave P.S. One thing that I wouldn't personally do is underestimate Bill Gates. Even though I don't like his dominating style, he is a very intelligent person.

To: cheryl williamson who wrote (5757)	11/20/1997 11:32:00 PM
From: pragat	Respond to of 64865

Cheryl: Sun has achieved a strong "brand" recognition through its technical superiority, industry leadership, and the JAVA paradigm. Effective marketing and consumer education are attributes that will propel its strategic growth. JAVA was originally conceived to be an environment for hand-held and consumer devices. In the not too distant future we'll see consumer applications based on JAVA. To that end, SUN recently bought DIBA which seem to have a niche in that area. Other applications include JAVA chips, JAVA smart cards, and embedded systems. These applications are revenue generators going forward, and will augment the revenues it will receive from JAVA licenses, NCs/JAVA stations, servers, middleware, management systems, and storage. The business and technological climate is changing dramatically. Some of the drivers include such elements as digital convergence, ubiquitous nature of internet, improving bandwidths (faster and cheaper), increased emphasis on reducing TCO, proliferation of hand-held devices (phones, PDAs), and the business case for a thin-client. SUN can potentially chart and execute an aggressive growth strategy in this emerging environment. To achieve this growth SUN needs to do the following: 1) Continue investments in R&D and insure return on research dollars; 2) Turn research into commercial products -- productize; 3) Focus on globalization (sales, R&D, product development); 4) Extend branding to include customer (corporate + Government), and consumer education(benefits of its products relative to the competition); 5) Prepare a mass market agenda and execute; and 6) Continue to demonstrate leadership (shape the industry standards, set direction). I presume Scott McNealy will take this advice seriously (I understand he loves ice hockey!).