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

To: Kashish King who wrote (8823)	4/6/1998 7:12:00 AM
From: Chris McConnel	Read Replies (2) \| Respond to of 64865

>>> I'm not saying that Sun will or must derive revenues directly from Java; what I am saying is that Java had better establish itself as the de facto standard for client-side devices or Sun's servers are going to find their market slowly evaporating. <<< What's wrong with X-windows (terminals or otherwise) for clients. Why does it have to be Java? Java is going to make them money on the server side, the clients are not going to matter. Clients have become just another commodity business, from which Sun will derive no income. None.

To: Kashish King who wrote (8823)	4/6/1998 8:39:00 AM
From: Jean M. Gauthier	Respond to of 64865

That's one way to look at it. I just do not think that JAVA will help sales, or earnings for a long, long time. SUNW is grabbing market share in the Unix, slowly-growing segment. It is grabbing workstations form other vendors [i.e. SGI] and losing some to NT and SoftImage and stuff. When you need Good servers, fast, reliable and of quality, you can buy UltraSparcs and StarFires, which as Compaq can tell you, are the one area in the Hardware Commodity market powering Earnings and sales. Compaq's profits came from it's ProLiant NT servers with high profit margins, not Sub-$ 1000 Compaq proSignia's Whatever client wins, be it NC, NetPC, Terminals or PC's, SUNW will make money selling servers in those markets, running the SAP's, PeopleSoft, Oracle. I Hope they abandon the Sparc chip [costs a fortune in R&D] and go full blast on MERCED [from Intel]. I have been wrong before, but I think this is what will happen. Does anyone know when SUNW must declare earnings ?? And if so, How much ? Take care Jean