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

To: paul who wrote (10504)	7/17/1998 4:26:00 PM
From: JDN	Respond to of 64865

Dear Paul: Sure would like to know anything you can remember about his comments regarding JINI!! JDN

To: paul who wrote (10504)	7/17/1998 8:26:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 64865

Hi Paul - Did Sunw provide any breakout of new revenues from their storage division ....you mentioned new contracts but were they significant increases as a percentage of total sales. I still think there are three or more quarters of excellent growth from their new storage division. With the JINI technology this could further increase the growth in sales from distributed storage solutions. Sunw now needs to integrate their storage technology into the "Network" server business (which they have done well). These storage solutions need to be seamless throughout the network. Sunw is well along their way in accomplishing this with products such as JINI. I believe Quantum will release a "JINI" enabled product soon. Let's hope that these Quantum products will work will all the SUNW servers especially the low to medium end products. SUNW's business model provides for royalty income for each "JINI" certified product on the network. EKS

To: paul who wrote (10504)	7/17/1998 8:40:00 PM
From: Pigboy	Read Replies (2) \| Respond to of 64865

<< Scott McNealy were very loose and relaxed. >> Hello paul, Have followed sun for a number of years. Was pretty surprised by their excellent Q...surprised Asia with Wintel are not affected them more. It does become clear though that SUN still has to continue to branch into other areas to keep their growth rate. The simple fact is the larger a company gets, the harder it is to grow as fast. I noticed that while earnings growth was great, revenue growth is still only 13% year over year (very good, but not great). With Sun focusing more on storage lately (ie. Honda, BA), I was wondering why Sun doesn't ACQUIRE a Fibre Channel company like Brocade (a private firm that makes FC switches) to branch further into where things are heading---the new Storage Area Network paradigm which promises to explode over next few years??? See EMC and SEG for recent comments on the very beginning of FC. This could get Sunw involved in an area with stronger growth and they could take a great lead over Wintel oem's with their storage expertise and recent commitments, not to mention exploit further the scalability advantages of UNIX. Thoughts?? pigboy

To: paul who wrote (10504)	7/18/1998 4:20:00 PM
From: Scott McPealy	Read Replies (5) \| Respond to of 64865

Zander went through how Sun was the driving force in the Internet LOL. Thats a bit rich don't you think? Sun has basically gone along for the ride. They really haven't done much of anything. The companies driving the internet are YHOO, RNWK, etc. Sun has done well up to this point because Intel lacked critical hardware features but that is quickly changing. Unfortunately, for SUNW fans it looks like Linux is becoming the real threat to Sun because I believe it will become the UNIX of choice on Intel: --------------------- infoworld.com "A version of Oracle8 for Linux on the Intel platform is planned for shipment by March 1999. Support for other hardware platforms is likely to follow." "In the last couple of weeks, there's been this huge groundswell for Linux," the representative said. "The company expects to sell a "huge volume" of its database for Linux based on the recent growth of Linux." ----------------------- Now lets get to Sun's big failure called Java. Windows spawned an enormous amount of startups and created countless millionaires. Where is the big Java success story? Is anybody getting rich by creating or using applets? Various web companies are booming but Java related companies are in the crapper. Unfortunately, Sun's Java has been used as a political tool to kill Microsoft. NC - JavaOS - eSuite was supposed to kill PC - Windows - Office. This zany strategy never had a chance. Now the next big Java hope is Jini. It will be interesting to read the documentation Sun says they will have posted on Monday. I went to: java.sun.com to read the specs and guess what, the pdf's for events and transactions don't work. I get an error when I try to open them with Acrobat reader 3.01.