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

To: Michael F. Donadio who wrote (11281)	10/13/1998 10:45:00 PM
From: Michael F. Donadio	Respond to of 64865

John Gage & Bill Joy on jini at Internet World NY: "Multimedia was the big deal, now it's e-commerce. The big deal for tomorrow is embedded devices and distributed computing," said John Gage, director of the science office at Sun Microsystems Inc. *********************************************************** Joy believes the Internet stands to create trillions of wealth just as the advent of the personal computer has done. The growth will be helped by the proliferation of simple, connected devices such as video cameras and others that he believes will soon become commonplace.These devices will also drive the development of home-based networks, he said. He said Sun's Project Jini should also play a big role in making computers and other devices easier to use. Jini is designed to simplify the configuration of hardware and software on a network. Unlike devices used by Windows machines, Jini-enabled devices require no drivers or set-up process. internetnews.com Michael

To: Michael F. Donadio who wrote (11281)	10/13/1998 11:21:00 PM
From: JC Jaros	Respond to of 64865

As a Sun investor, I have been unable to understand what has happened to all the picojava chips that were supposed to be produced. The article this week that indicated that the latest picojavaII is a "cow dead at birth" (http://www.infoworld.com/cgi-bin/displayStory.pl?98106.ecjav... showed me that for the time being the only chip currently available for Java is ptsc1000. Maybe LSI should license it. I don't know. It is clear though that Sun is placing its bet on embedded processors working with java and jini and psc1000 is available. The stock has definately not been a good investment, but I've lost more money on LSI as of now. Ooo. Well from the research, LSI looks like a well managed chip company and a good stock to own in the long term. I am glad though, that I didn't buy it when I was looking at it at $27.<g> I don't follow the sector (apart from a small but above water position in DS). I would think LSI looks pretty attractive to cost average at $12. I have been fortunate with my core holdings (SUNW, APCC, T, GE, NOVL). I have a couple of 'oops' investments. Most notably, in a weak moment a few years ago, I bought 1,000s SEVL at $12 (based on some twisted logic involving the popularity of Monty Python, speaking of cows). I thought too, I'd be in good company with Michael Milken<g>. It's now at $2 by the skin of it's teeth. That's about the same % drop for PTSC ($3 - .50). Yes, after reading all the various SUNW whitepapers on embedded Java chips a couple years ago, I would have thought things would have started hopping by now. Maybe it's a general bandwidth thing. Maybe all this time, people have been waiting for Microsoft to innovate the standard. :) JCJ

To: Michael F. Donadio who wrote (11281)	10/13/1998 11:52:00 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 64865

Sun scrapping Java chip plans, analyst says By James Niccolai InfoWorld Electric Posted at 11:00 AM PT, Oct 6, 1998 "Overall, the market for Java chips seems to have cooled almost as rapidly as it heated up," Turley said. "Like its software alter-ego, Java chips have garnered a lot of attention but little in the way of actual usage." That lukewarm market, combined with a management change in Sun's microelectronics division since picoJava was announced, has prompted the company to stop making its own Java chips, Turley said. Sun will continue to develop the picoJava core and will deliver it to its licensees in the hope that they will build Java chips, he added. However, like Sun, none of its licensees has yet brought a picoJava product to market, Turley said. ****************************************************** The forthcoming MicroJava 701 chip will likely find its way into finished products in about six months, Turley said. But at 100 MHz, the processor is relatively slow, is large in size, and "uses as much power as a low-end Pentium," Turley said. "It's a cow," Turley said bluntly. Because of its high power consumption, the chip is unlikely to be used in battery-powered devices, but could be used in TV set-top boxes, network computers, and other devices that plug into a main outlet, Turley said. infoworld.com Sun has replied to this article saying that it is working on a picojava-3. And surprisingly:** Perhaps the most successful Java processor so far has come from an unexpected source: Patriot Scientific Corp. (San Diego) an embedded-silicon vendor. The company is shipping its PSC1000 processor, aiming at deeply embedded, low-power applications such as handheld devices and factory-floor control systems. The PSC1000 is an independent design, not based on picoJava. eetimes.com Michael