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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: paul who wrote (12386)	11/19/1998 2:07:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 74651

Yes that is what I mean paul, and the issue is supply chain management software which is I2 technologies territory. Theres a lot of stuff about I2 in the "Gorilla Game" btw. Dell and Cpq and pretty much everybody have a supply chain / jit process for mfg. Sun does not really, and can not simply because their business processes are not well delineated (this is pretty much the reason people cant come up on ERP, imo, business processes not clearly defined). So the fact that Sun cannot come up on Oracle ERP is in itself a problem, but not THE problem. Dell was planning on going live with Sap and would have been successful imo except a business decision was made not to go forward for flexibility issues. They kept their prior mfg package and updated it and installed a full blown I2 solution. Thats a whole different story than Sun... they cannot come up on a very simple ERP package relatively speaking (Oracle ERP is simple) and I2 doesnt want to go near the place. Anyway I know nothing about Sun interconnect technology etc which these hardware guys talk about here... Im purely mfg enterprise sw applications. But I can tell you that as an architect of a new app package at some company somewhere, I look at the software I want to put in (lets say its front office) and I notice the enterprise app platform of choice these days is NT. Then I look at the cost of the server to run the app. If Dell+NT undercuts Sun+unix dramatically, then my decision is made. The huge apps, like full blown Sap will probably still run on Sun you are correct but lots is moving to NT. Im not trying to knock Java but if Sun gave me a reason to buy a unix box instead of NT then Id be really excited for them. Michelle BTW I was the interface mgr on the SGI Oracle implementation and you are correct it didnt help them. BUT, they are not a mainstream hardware producer as I understand it?