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

To: Kashish King who wrote (8888)	4/7/1998 6:57:00 AM
From: Scott McPeely	Read Replies (2) \| Respond to of 64865

You need to focus on issues other than technology to understand why Wall Street isn't falling all over itself to accumulate SUNW stock. sigs.com "Like components for the client, server-side components need containers to run in. What better choice could there be for a server container than a transaction monitor? IBM, Oracle, Sybase, BEA, and others have all reached this conclusion, and all have made some kind of supportive statement about Enterprise JavaBeans. But ultimately, each of these vendors wants you to commit to its product, and so each will probably do its level best to create proprietary elements. While this approach may succeed in hog-tying whatever customers that vendor captures, it's unlikely to allow the creation of a serious third-party market. What ISV creating server-side components will choose to write for what's likely to be a proprietary component architecture promoted by a single vendor? ISVs like to minimize risk, so if forced to bet on a single vendor, most of them will bet on Microsoft. Building server-side components for MTS is bound to be a safer bet than trying to pick a single winner out of its assorted competitors. If all of Microsoft's competitors can truly get behind a single, fully specified Enterprise JavaBeans standard, JavaBeans on the server has a reasonable chance of success. If not, Enterprise JavaBeans is, likely to suffer the same fate that awaits desktop JavaBeans today: a small market that dwindles into irrelevancy. What are the chances of these competing vendors supporting the exact same standard? We've seen this movie before: it was called "CORBA." If the standardization of CORBA-based products is any indication, the chances for true standardization of Enterprise JavaBeans aren't good. The same basic group of vendors are involved, and the market forces are much the same. The only thing that may have changed is that these vendors are now much more afraid of Microsoft than they were five years ago. But sequels are rarely even as good as the original, much less better. I'm not optimistic."