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

To: E_K_S who wrote (11191)	9/30/1998 2:41:00 PM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

A capital infused RedHat targeting the enterprise is bad news for SCO I suppose. I really can't see where it's even remotely a threat to Sun, and conversely, I see it as a net positive thing. Sun and Linux don't play in the same league. It's like baseball. Sun has a pro MLB franchise. Linux is like AAA. Overall, the more baseball enthusists/players there are in the world, the better for baseball all the way around (especially for branded equipment manufacturers). It's not like the old days of Apple -v- Microsoft competing for mindshare. It's an 'open standard' world. Sun isn't going to lose future Solaris developers or administrators to Linux. The RedHat 'enterprise' push is meant to legitimize 'Linux' by giving it a brand and a traditional support structure. That's a good thing for all the folks who have to presently sneak Linux in the backdoor past the IS managers. Those Linux boxen though tend to displace inferior performing NT servers. It isn't likely that Linux is displacing Solaris anywhere. It's all more symbiotic than competitive. To better understand Linux relative to Solaris, check out the rather enlightening discussion on alt.solaris.x86 (that might be comp.os.solaris) where there's a quite informative Linux/Solaris comparative thread happening. JCJ

To: E_K_S who wrote (11191)	9/30/1998 6:01:00 PM
From: Chung Yang	Read Replies (1) \| Respond to of 64865

Actually, I am not all the surprised about Ret Hat wanting to go into enterprise. But that is where the difference of a SUN versus a Red Hat is. The key to the enterprise market is a technology that supports scalability, high availability ... and all other buzz word you can think of and on the business side service and consulting infrustructure. That is where Solaris really shines. Think about this for a moment, the $20.00 cd that arrives at your door step is essentially the same software that is able to run on a machine with 64 processors. (If there was ever a 64 processor pentium based computer). The next generation Solaris will scale up to 2048 processors. For the uncomping Ultra III processsor. SUN is a proven company in providing such capability. What is Linux? Linux is a home spun program that was developed with a 286/386. And most enthusiats have a one processor machine or two if they are lucky. Linux has a ways to go to prove themselves as a serious player in the enterprise. Well, Sun is doing the right thing to garner grass-root developer support by offering $20.00 CDs. That is only the first step. Chung - Chung >>>> I was surprised to see that Red Hat now wants to expand their market to the enterprise customer (Red Hat CEO Robert Young said it would use the funds to create an Enterprise Computing division). The recent announcement between Intel and Netscape and the capital infusion to Red Hat shows that they will now have the resources to accomplish this. My concern is that Sunw needs to be aware of these changes and show their users that Solaris is the preferred OS and provides the greatest upgrade path over Linux. One way to do this is to match Red Hat with comparable product offerings, devise functionality and customer support. Although this market is viewed as "not important" or "it's a different market than main stream Sunw business", I believe it is an area that Sunw needs to dominate too. I see it similar to what Apple did in the K-12 schools to develop a mind set for their products. The small business user (utilizing a Web based e-commerce application) will be a huge growth market in the future. As a Sunw shareholder, I want Sunw to own this business. Linux is already being advertized as the preferred OS for WEB development. This is not the mind set I want to see... but rather when one thinks of the Internet...they should think of Sunw! EKS <<<

To: E_K_S who wrote (11191)	10/8/1998 1:42:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 64865

Fred Takes The Linux Plunge (10/07/98; 9:00 a.m. ET OPINION Linux and/or Solaris... against Microsoft NT....So far IMO WindowsNT still gets the nod for the best small business Internet platform. (http://www.upside.com/texis/mvm/story?id=36147d2c0) From the article: "...Linux already has attracted significant delopment work from the likes of Computer Associates, Corel, IBM, Informix, Oracle, and Sybase. But there's a long way to go before Linux users have anywhere near as broad a choice in applications as offered by the more mainstream operating systems..." Even IBM has announced their own server for Internet Aps (Technology News - New IBM Server Controls Intranet Apps (10/07/98 5:09 p.m. ET) By Amy Rogers, Computer Reseller News techweb.com No mention of Solaris or Linux OS support. From the article: "...The product will work in conjunction with Tivoli's network-management software for Windows NT and AIX, Jaffe said, but not with directory software..." They did mention that Sunw was discussing other projects with IBM however...."...In other news, IBM's Willy Chiu, director of strategy and market development in the Internet Media Group, discussed plans for the next revision of the Java Media Framework on which Sun Microsystems and IBM are collaborating..." ==================================================================== Will this be the Solaris/Java Internet machine we have been waiting for? EKS