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

To: uu who wrote (9076)	4/15/1998 6:19:00 PM
From: Alok Sinha	Read Replies (2) \| Respond to of 64865

Addi, you wrote: Meanwhile I for one continue to have my order to buy SUNW at $37.75 open which may or may not be executed this week. However at this time this is what I believe would be a fair and bargain price value to pay for SUNW. How can something be a fair value and a bargain at the same time ? Also, performance is certainly required for success, but there are enough examples in the real world where decisions factor trade-offs between price, performance and functionality. Windows NT takes a good 3 -4 minutes to start on my machine (a Pentium). MSFT, with a cheap product lacking performance (an a lot of the functionality of Solaris) has made inroads into the corporate workstation market. For Java to deliver on its potential, performace is only one of may attributes that it will be judged on. In my opinion it is close to the stage in performance terms where functionality / inter-operability/ price advantages will tilt business decisions in its favor. I don't think many IT managers are expecting Java to ever approach the performance of native, system-specific applications. What may further accelerate the acceptance of Java is cheap memory and higher transmission speeds (expanding bandwidth). Alok

To: uu who wrote (9076)	4/16/1998 5:47:00 AM
From: Bald Eagle	Respond to of 64865

<<Meanwhile I for one continue to have my order to buy SUNW at $37.75 open which may or may not be executed this week.>> I would say your chances are slim and none. My guess is a close at close to 42 1/2 or even 45 on Friday. The options theory of maximum pain seems to be winning this week.

To: uu who wrote (9076)	4/16/1998 10:02:00 AM
From: The Ox	Respond to of 64865

From Information Week: Oracle yesterday mapped out a strategy to boost enterprisewide, server-side Java, including full Java component support in the forthcoming Oracle8.1 database and a new Java developer toolkit. Rolling out what he called "300% Java" at Oracle Java Day, Oracle chairman and CEO Larry Ellison said the company is committed to 100% Java on three tiers -- clients, application servers, and databases. The Oracle8.1 database server, due by year's end, will incorporate Sun's Enterprise JavaBeans, which will allow the database to run compiled Java code and improve the performance of Java applications that access information from the database. "We're giving Java the same rank as SQL within the database," said Mark Jarvis, VP of system products at Oracle. "In order to make Java critical to the business, it must be right next to the data." Oracle also rolled out its first Java development toolset, the Jdeveloper Suite. The $2,995 product includes AppBuilder for Java 1.0, a Java rapid application development tool based on technology licensed from Borland International. Jarvis called on the industry to stop the "religious wars" that threaten Java's cross-platform compatibility. But analysts say Oracle's all-Java, anti-Microsoft strategy is itself a "religious" tactic that may backfire. "Oracle has been one of the more vehement zealots about Java," said Scott Lundstrom, an analyst with Advanced Manufacturing Research in Boston. "Most of the ERP applications vendors that work with Oracle databases are supporting both Java and COM (Microsoft's Common Object Model) standards. Oracle's own Java religion could get in the way." Ellison also said that although Oracle may have lost the battle of Network Computer devices vs. PCs, it's winning the war of network computing. "PCs are mutating into network computers," he said. "A network computer is simply any computer that runs a browser. If that's a $700 Dell PC, so be it."