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

To: gdichaz who wrote (9419)	4/30/1998 8:56:00 PM
From: Xpiderman	Respond to of 64865

Briefing.com's comment about Sun Microsystems presentation at the H&Q Technical Conference on Monday April 27. I tend to agree its view. Please make your comment. Following the key note address by Microsoft VP Bob Herbold, Sun VP George Reyes opened with the words "I'm from the local company that just wants to have our existing anti-trust laws enforced." With this whining tone, he began a rather bland presentation that focused on the technical strengths of Unix and Sun. The presentation failed to highlight why Sun will continue to perform well as a business in the future. Better technology is not a strong case, as Microsoft has proven for ten years. Recent revenue growth has been stronger than many of their competitors, but overall, no compelling business case was made for why Java will succeed in the marketplace. The presentation emphasized the growing number of Java developers, the plans to port Solaris to the 64-bit Intel chip in development, and the company's recent reorganization to enhance time to market. The story all sounds good, but from a business perspective of why customers will choose Sun over others, the presentation was light. After all. Betamax and VAXes were also better in their day. This does not mean we believe there is no business case; Sun just didn't present one.