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


To: Irish99 who wrote (10415)7/13/1998 10:48:00 AM
From: Scott McPealy  Read Replies (1) | Respond to of 64865
 
"Sun has made a strategic mistake with this acquisition," said Yefim
Natis, an analyst at the Gartner Group, in Stamford Conn. "Now in
order to complete the whole picture of what they need -- and that
includes messaging, transaction support, application integration
middleware -- they will have to acquire other companies and integrate
what they have with what NetDynamics has, which is a very difficult
task and very likely to fail."

For instance, NetDynamics does not yet support Sun's Enterprise
JavaBeans (EJB) specification, its Java Database Connectivity, or its
Java Servlett APIs, and it uses Inprise's object request broker (ORB)
technology instead of Sun's JavaIDL ORB. Integration of all these
technologies may take as long as one year to complete, analysts said.

Seventy percent of NetDynamics servers are on the Windows NT platform,
and they implement Microsoft's JView Java virtual machine. Sun is in
legal battles with Microsoft over the latter company's implementation
of Java. As a result, JView support will not continue, according to
Alan Baratz, president of the Java Software division.

infoworld.com

------------------------

NetDynamics has significant marketshare. 70% of NetDynamics on NT.
NetDynamics going bellyup. MSFT NT integrated middleware progressing.
Sun jumps in and hopes to move NetDynamics customers over to Solaris.

The Sun strategy is counter MSFT's every move:

Acquisitions

Diba --> WebTV
Chorus --> WindowsCE
NetDynamics --> NT MTS, Queue, etc

Technology

Javastation --> Windows Desktop PC