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

To: Scotsman who wrote (7565)	2/5/1998 10:08:00 PM
From: micromike	Read Replies (2) \| Respond to of 64865

WHY MICROSOFT IS VULNERABLE redherring.com The back end of the worldwide network is the corporate enterprise system. Microsoft's solution for this very lucrative side of the software market is the Windows NT Server. As we pointed out in December (see "NT Server Doesn't Take Over the Enterprise"), in spite of NT's tremendous unit sales growth--from 16,000 copies in 1992 to 732,000 in 1996--the combined installed base for non-NT systems like Unix and NetWare is still five times larger than NT's, and information technology officers still prefer Unix when it comes to building mission-critical applications. If Microsoft ever manages to dominate this market, it won't be for years. But it is in perhaps its biggest battle--the fight with Sun over Java--that Microsoft is most vulnerable. You may be unsure whether Java will succeed as an Internet platform, but Microsoft isn't. With J/Direct, the company has created its own version of Java to join in the fun. This endeavor has, as this column predicted, landed Microsoft in court (see "Java: Write Once, Run on Windows Only"). Microsoft's strategy has been to leverage the more than 400,000 Java developers by developing its own Java virtual machine: applications for it must run on top of Windows.

To: Scotsman who wrote (7565)	2/5/1998 11:54:00 PM
From: marvin litman	Read Replies (1) \| Respond to of 64865

It will be a freezing day in July in Miami Beach before the govt. will let msft rule the internet. Netscape is a bargain for any well heeled company. How about an Oracle and Sun patnership...... The Govt. would be very favorable to that combination to equal out MSFT. The internet is very, very important to the future commerce of the world. The internet will also become one of the most viable methods of transporting news and theories to the public. I doubt very much if Washington would permit Bill Gates to carry that torch alone. Marvin Litman