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To: Bill Fischofer who wrote (843)	12/1/1998 1:53:00 PM
From: cheryl williamson	Read Replies (1) \| Respond to of 5853

Bill, Did you know that revenues from sale of all desktop systems combined represents about 2% of the gross revenues of the microcomputer market as a whole???? That other 98% comes from a variety of embedded processors, a market that is ripe for Java, virtually untapped, and totally unavailable to M$FT. Royalties on the sale of embedded systems such as set-top boxes will increase rapidly with the acceptance of thin-clients and network appliances. PC's will eventually go the way of the buggy-whip as cheaper, easier-to-use computers emerge, and nearly ALL of them will run Java. That's just the beginning... SUNW derives fees from each and every Java licensee. As Java applications begin to replace desktop applications more developers will run with SUNW. Then there's the application server market, which SUNW just jumped into earlier this year, and now the browser market with the AOL-NSCP merger. Even M$FT itself has kicked in $17.5 million to assist the Java effort. They're going to help SUNW sell more servers by putting Java in their own applications & O/S. Then there is the traditional thinking that hardware vendors only make money selling iron. Well, SUNW is already the vendor of choice for web servers, but as e-commerce catches on, they are going to grow and proliferate SUNW servers around the world, and they are all going to feature Java as the internet language. So it's mindshare + marketshare in a nascent market segment that, in the words of John Chambers of CSCO, may represent a $trillion (that's trillion with a "t") business by 2005. In enterprise systems, SUNW isn't going to be squeezed by anyone, not IBM and certainly not M$FT. In 3-5 years, SUNW & IBM will have the enterprise market sewn up and M$FT can kiss its rear-end goodbye. They don't have the software, the engineering, the corporate culture, the hardware, or the time to capture enterprise computing marketshare. A full 45% of gross comes from the sale of exactly 1 product: "Office". That pretty much sums up their company's current and future direction: applications for the home and for your secretary at work and not much else.... And, don't forget, Java is still less than 48 months old. cheers, cherylw