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To: cheryl williamson who wrote (874)12/11/1998 7:06:00 PM
From: Bill Fischofer  Respond to of 5853
 
Re: E-5000s

I don't see the implication. It's sort of like AT&T imagining that to run programs written in C you'd have to use an NCR computer since AT&T "owned" both. Java everywhere implies commoditization at the server end. Can a Java smart card (or any other "pure Java" program) tell what sort of server it's talking with? Those E-5000s and their successors will have to compete for the business just like everyone else.



To: cheryl williamson who wrote (874)12/12/1998 3:03:00 PM
From: Bruce Jordan  Read Replies (1) | Respond to of 5853
 
I think you need to look at that math again.

By my computations,

"1 billion smart cards over 10 years @.25 royalty per unit"

would be $250 million per year, or $2.5 billion total
not "$25 million per year."

and

"50,000 E-5000's sold to service the Java-based smart cards
(1 server per 20,000 customers) @$500,000 per unit

would be $25 billion TOTAL (taking your estimate of "1 server per 20,000 customers", that only equals 50,000 E-5000's if your customer count is the ten year total of 1 billion)

$2.5 billion vs $25 billion, or a factor of 10, not 100 times better.



To: cheryl williamson who wrote (874)12/22/1998 2:51:00 PM
From: Bill Fischofer  Read Replies (1) | Respond to of 5853
 
What does Sun get out of Java?

Interesting article today at news.com that covers much of the material we've been discussing here. Nice to see the press starting to ask the tough questions too.