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To: RocketMan who wrote (3725)1/1/1999 2:21:00 PM
From: ahhaha  Read Replies (1) | Respond to of 29970
 
You're suggesting that the "strategic alliance" with SUNW has the ultimate or only objective of enabling AOL to become a household electronics systems integrator. AOL will use a SUNW embedded processor in an STB coded with Java that is plug compatible with intelligent appliances, controlled or maintained remotely on copper lines. HAL or COLLUSUS will be the giganto super computer that manages millions of system problems per second. And AOL, the only remaining ISP that giganto will allow, will collect rent on the comm load. Do you know what happened to the Monsanto House of the Future at LA's Disneyland?

I'm suggesting it will accomplish nothing because the companies have nothing in common, no possible joint interest, and have conflicting corporate paths. AOL depends on the INTC processor. That won't change. SUNW won't and can't compete with them. SUNW doesn't create products used by the public. What they make is once or twice removed.

MSFT still owns the desktop and the desktop will continue to dominate the net, not webtv, not STB. The reason is that the PC has gotten very cheap. I know there are many arguments about couch potato and fearful public, but the public is into computers without choice. All doubters are disappearing rapidly for the simple reason that there is much more going on in the PC box than anywhere else. SUNW isn't going to make intelligent STBs. The cost vs return isn't there.

So where does that leave SUNW and AOL? SUNW can't do anything for AOL because AOL doesn't need hardware and AOL can't do anything for SUNW but compete through the NSCP division with them. It's a little surprising, but SUNW and NSCP don't like each other. They have thrown together only because of MSFT.