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

To: micromike who wrote (9883)	5/19/1998 2:28:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 64865

Mike, Late last year, in a real fit, Lew Platt complained that "Sun characterizes our company as being one that can't walk and chew gum at the same time. Well that's just not true. We are going to put more effort into our Unix operating systems of the future and continue to be competitive in the workstation market." (that was a paraphrase of what he said). Ever since HP made a commitment to work with Gates, their business has gone downhill & HPUX has suffered. Right now, they're in a tough position: losing to SUNW in the Unix market & getting gouged by MSFT & price competition in the PC market, not to mention 20% of their revenue comes from Asia. I think Lew is going to be on the way out, soon, if HP's numbers don't improve soon. They really don't have a good direction & lack innovation in the computer market. Merced is a good case in point. They co-developed the chip with INTC, but couldn't get HPUX to work on it. They just stumbled through a 64-bit version of HPUX (non-Merced) last year and have just announced that they will port NT to Merced before they will port HPUX to Merced. Another is Java: they announce a non-compiant Java for embedded systems then, when SUNW reminds them of possible copyright violations, they back-peddle and announce that they want to work together with SUNW on it. NT is a loser for HP, they should drop it & improve HPUX to make it more competitive. They're not going to make money selling PC's & NT is a hunk of junk that they have to license from the Redmond Bandits. cheers, cherylw