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

To: cfimx who wrote (7606)	2/9/1998 11:52:00 AM
From: John Mireley	Read Replies (1) \| Respond to of 64865

aberdeen.com byte.com "....Microsoft's well-publicized plan is to eventually converge the PC platform on Windows NT, with Windows CE as the scaled-down solution for palmtop computers, WebTV boxes, and other alternative devices. But to paraphrase an old Army joke, that would leave Microsoft with only two sizes: too large and too small. The increasing segmentation of PC hardware will probably force Microsoft to abandon its grand unification theory and continue to offer one or possibly more medium-size choices. Unless Microsoft manages that process uncommonly well, it will fracture the PC platform still further. Someday, you might need Java just to write a program that runs on every version of Windows....."

To: cfimx who wrote (7606)	2/9/1998 1:32:00 PM
From: Babu Arunachalam	Respond to of 64865

>>>>>>>> Sunw's lonely battle: after dec acquisition, cpq will already licenses two unix versions, one of which is full 64bit (DEC). Why would they pay sunw for Solaris? HWP has their own UNIX. Sunw's vision to license unix is over. Just like their attempt to make a clone market for sparc? Remember that? Ross sure does. >>>>>>>>> I wonder if even DEC is sure about the future of their Unix now that Compaq would tell them what to do. As I see it, SUN is the only company that has a roadmap for Unix. It would make sense for Compaq and Dell to license Solaris because it has more applications than any other Unix flavor. But your point is well taken - why should they? They don't need to when they have a cashcow in NT. >>>>>>>>> DELL will not license Solaris unless they buy Sunw (which they won't). PS: I think we are at the beginning of two things: 1) The bloom is off of JAVA's rose. The press is beginning to finally look beyond the hype. I am reading more and more negative JAVA articles. And I expect to read many more. >>>>>>>> It's probably because you want to read only those articles that talk negatively about Java. I'd suggest that you try the SUN website for what's going on in Java - java.sun.com With the all the negatives, you can see how much of Java is being brewed. >>>>>>>> 2) From now on, people will be focusing on Sunw going it alone. No NT strategy. NO NT integration services. No CONTINGENCY plan for sunw shareholders. Wouldn't it be PRUDENT to at least have a CONTINGENCY plan for you guys. Or is HATING msft more important than preserving shareholder wealth? >>>>>>>>> There is no contingency plan - the plan is SPARC, Solaris, JAVA. It's been the plan and will be. The shareholders need to bother only if they don't meet expectations. Cheers, Babu