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


To: uu who wrote (14379)2/19/1999 9:15:00 AM
From: John Carragher  Read Replies (1) | Respond to of 64865
 
Loomis Sayles sees sunw leading in downside

Loomis Sayles Partner: Still Opportunities In Tech Sector

Dow Jones Newswires

NEW YORK -- A trend favored by the old saw "sell on strength, buy on weakness" will continue
in the technology sector, according to Loomis Sayles managing partner Phil Schettewi.

"There are plenty of opportunities, but some companies have gotten ahead of themselves,"
Schettewi said in an interview with CNBC Thursday.

"I've been scaling back (in the technology sector)." he said. "You have to be somewhat more
selective in this sector. I think there are some tremendous opportunities but some of the names got
quite bid up in price."

An indication that there is a cyclical move back down in the technology group, Schettewi said, is
that "when good news comes out, the stocks don't go up."

Schettewi sees Sun Microsystems Inc. (SUNW), Texas Instruments Inc. (TXN) and Applied
Materials Inc. (AMAT) leading in the downside. Texas Instruments is susceptible to some profit
taking, Schettewi said.

He thinks Dell Computer Corp. (DELL) is "attractive" in the "low 70s to high 60s." The stock
closed at 83 Thursday.

He likes companies that will benefit from information technology spreading out and an increasing
demand for bandwidths. His picks of such companies include Loral Space & Communications Ltd.
(LOR), Electronics Data Systems Corp. (EDS) and MCI Worldcom Inc. (WCOM).

Schettewi predicts that some Internet companies that enjoyed early success, such as Amazon.com
Inc. (AMZN), eBay Inc. (EBAY) and Ubid Inc. (UBID), will re-emerge only to "blow up again
and then severely come down in the next several months."



To: uu who wrote (14379)2/19/1999 9:36:00 AM
From: Michael F. Donadio  Respond to of 64865
 
"the reality is that it [Java] continues not to be a practical technology for resolving real world enterprise problems...this will... prevent it [from becoming] a real deployable technology,...unless... others improve its performance shortcomings dramatically. I personally can not see this happening any time soon (if ever), and hence from an investment point of view have become a bit concerned when it comes to investing in companies such as Oracle, ... Java does not - and will not - solve real life problems as native technologies (such as Windows, or UNIX specific) can solve."

Addi, a brilliantly insightful commentary, as usual but since I have some investment in Oracle and I respect your opinion greatly, I want to explore this more fully. Do you feel Oracle has chosen a path that is not robust enough -- 8i is hype? "Raw iron" too limited? Will not hardware and software improvements targeted toward Java -- specialized chips, later generation chips, better software implementations etc., make any performance decrements in pure Java over specific OS Javas not practically significant. This is what they say when asked. Does Oracle perceive these limitations and have new stategies forthcoming or are they hoping that "political correctness" will be make them rich for the time-being?
As for Microsoft, for me they are like republicans. Some great ideas and implementations, but without an underlying commitment to fairness have lost my support. I used to admire Microsoft and can again, but for me it requires a return to great products and concepts -- not win at all costs being one of them. I'm sure I'm in the minority on this point since making money is the game of investing, and Microsoft is a great money maker.

Appreciating your insight and the clarity of your crystal ball,
Michael

P.S. Does this limitation in java,IYHO, extend to eventual limitations in Jini as well?



To: uu who wrote (14379)2/19/1999 10:13:00 AM
From: alydar  Respond to of 64865
 


HotSpot finally makes its mark
By Stephen Shankland
Staff Writer, CNET News.com
February 18, 1999, 3:15 p.m. PT

update Sun Microsystems will release a souped-up, paid-for Java virtual machine called HotSpot at the end of April that could expand the Java presence in the corporate environment, but the company won't be alone.

HotSpot is one of several of Sun's efforts to improve the often-sluggish performance of its "write once, run anywhere" Java technology. Although Sun and others give away Java virtual machines for free, Sun will sell HotSpot, targeting it at corporate customers who want to use Java on servers, said Bill Pataky, who's in charge of Java performance at Sun.

"The initial release is aimed at meeting the needs of enterprise server customers," Pataky said.

But other companies aren't sitting idly by as Sun turns the Java crank. For example, TowerJ is targeting its virtual machine at the same server-side Java customers as Sun. Other virtual machine efforts are under way by organizations such as Hewlett-Packard, Mozilla, and Transvirtual.

"This could be the great savior of the Java performance [problem]," said Sally Cusack, an analyst with International Data Corporation. "People aren't using Java to write their mission-critical applications, things that have to be lightning-fast. HotSpot will remove a lot of the red flags people have up."

And in related news today, a federal judge said that a preliminary injunction against Microsoft which required the software maker to pull its Java products into line with Sun standards doesn't apply to virtual machines that have been developed independently from Sun.

Sun has been beta testing the Windows/Intel version of HotSpot and will begin beta testing the Solaris version tomorrow, Pataky said. The version of HotSpot for Sun's Solaris operating system and UltraSparc chip is due at the end of June, he said.

HotSpot, however, has been delayed many times. Initially expected by the end of 1997, it has slipped several times and most recently was expected for the first quarter of 1999.

As a Java program is run, HotSpot "adapts on the fly" to speed up the execution of that program, Pataky said. A Java virtual machine is special software that allows Java programs to be run on a specific computer. Programs written in the original Java language are converted into a "bytecode," a series of numbers that the Java virtual machine translates into the native instructions a computer chip can understand.

Speeding up the virtual machine is just one way of improving Java performance, and Sun is working on other ways too, Pataky said. "We will have further releases coming forth...that will address other performance problems in the future with other Java products," Pataky said, though he declined to give details.

While Java promises companies the ability to write programs that can be reused on different machines, that flexibility has come at the expense of speed. HotSpot could help companies such as financial services or insurance corporations use Java, Cusack said.

Sun is billing HotSpot as bringing to Java the performance of programs written in the C programming language, she said. "If that's true, obviously that will fill a great need in the Java development market. HotSpot opens the opportunity to write some more heavy-duty business applications in Java."

Not the only contender
Although several other companies are involved in virtual machine efforts of their own, those efforts help Sun by lending legitimacy to the Java technology at the same time as they compete with Sun's own virtual machine work.

Sun tacitly began encouraging other virtual machine work in December when it announced changes to its Java licensing rules that will allow "clean room" virtual machines--independently developed clones of Java virtual machines. Although other companies may pursue their own virtual machine work, they still must pay Sun for the use of the Java logo that guarantees the product is compatible with Sun's Java standards.

HP is working on a clean-room virtual machine called "ChaiVM" intended for embedded systems--typically items such as consumer electronics devices in which the nitty-gritty workings of the machines are hidden from users.

Transvirtual is also working on its own virtual machine for embedded systems using PersonalJava, Sun's stripped-down version of Java. Transvirtual's Kaffe is free of Sun code, and is being developed under the open source method that allows all comers to modify the original blueprints. The company also offers a custom version for use by companies unwilling to use publicly available code. Kaffe works on 30 operating systems and eight different processors, the company says.
TowerJ's Java development software, in contrast to Kaffe and ChaiVM, is aimed more squarely in the server environment of HotSpot. TowerJ comes with the company's DynaFlex virtual machine, which like HotSpot aims to strike the right balance between translating Java programs before they're run a being able to adapt to changing requirements as the Java programs are used.

A more recent entry into the clean-room Java realm is ElectricalFire, released in January by Mozilla, the group that oversees the development of Netscape's Web browser.

ElectricalFire runs on Intel architecture machines using either Linux or Microsoft Windows. The software passes 90 percent of Java compatibility tests on Intel architecture machines, the ElectricalFire Web site says.

Microsoft ships a virtual machine with its Internet Explorer Web browser, although that product isn't a "clean room" version and is entangled in a lawsuit Sun brought against Microsoft.

IBM, a company that has backed much of Sun's efforts to transform Java into a workable product, also is advancing work on speeding up Java with its Jikes Java compiler. The Jikes software, which translates original Java programs into bytecodes, actually works at an earlier stage than a virtual machine in the process of executing Java programs.

In December, IBM opened its Jikes work to the world, making it an open source effort by sharing the original Jikes programming instructions with anyone who wants to contribute to the effort.

How HotSpot works
HotSpot has four main ways to speed Java performance, Pataky said.

First, HotSpot monitors Java programs as they run, remembering what parts of the program get used the most. It then focuses attention on that portion of the program to make it run much faster.

That approach is essentially a hybrid between a compiler, which translates an entire program into a chip's native language before it runs, and an interpreter, which translates each instruction into native code as the program runs. While compilers result in faster performance, they inflict an initial delay while the program compiles,
and they can't incorporate new elements of a program as it runs, Pataky said.

HotSpot also has high-speed "garbage collection"--the tidying up of the computer memory used by a program. Automatic garbage collection is one of Java's standard features, but garbage collection often makes programs all but stop periodically when the computer checks its memory to see what parts can be freed up and what parts are still in use.

By contrast, HotSpot employs a "generational" garbage collection technique that takes advantage of the fact that 95 percent of the information a computer needs to remember is very short-lived, Pataky said. When a Java program needs to store information in memory, it gets written to a special area of memory called the "nursery," which is automatically purged often. If the information is still needed, it
gets transferred to longer-term storage.

In addition, garbage collection occurs in frequent small steps that are too short to notice instead of all at once. "That limits the pause to something on the order of a few milliseconds, which a human won't notice," Pataky said.

Lastly, HotSpot benefits from Sun work on keeping track of multiple "threads" in a program. Threads are essentially different pieces of a program that can run independently, often on different processors, but at some point one thread may become dependent on another. HotSpot has proprietary technology that allows threads to be synchronized much faster, a boon for Java running on multiprocessor systems, Pataky said.






To: uu who wrote (14379)2/19/1999 12:01:00 PM
From: Michael L. Voorhees  Read Replies (1) | Respond to of 64865
 
Addi: this is a popular view associated with Java which I believe to be ill-founded. The primary goal of Java is cross-platform not performance. In the corporations that I have been working with most applications do not require optimal performance and optimal memory usage. I also do not see a lack of new applications being developed in Java. Once MSFT develops their own Java it will not be cross-platform so I really do not see the benefit MSFT can provide which for most corporations is Java cross-platform portability. Again, most corporate applications are not matrix inversion type applications, as a result the performance and memory limitations do not constrain in most of these applications. I also believe we will see enormous Java performance improvements in the near future from Sun.



To: uu who wrote (14379)2/19/1999 12:04:00 PM
From: Alok Sinha  Respond to of 64865
 
Addi,

As always, not much argument from me about your opinion regarding Java, Sun, et al. I wrote naked puts on Sun again yesterday for Mar 90s. Still uncomfortable about MSFT though. I know you made a great call on MSFT last year when it was around 120 pre-split, so I will go by your opinion. Will try to pick up some next week.

Regards

Alok

P.S. Any current opinions on IFMX and ADIC.



To: uu who wrote (14379)2/19/1999 12:47:00 PM
From: Rusty Johnson  Read Replies (1) | Respond to of 64865
 
Sun Microsystems Suffers Setback in Microsoft Battle

By DAVID P. HAMILTON
Staff Reporter of THE WALL STREET JOURNAL

A federal judge handed Sun Microsystems Inc. a setback in its high-stakes legal battle with Microsoft Corp. over the Java programming language.

According to representatives from Sun and Microsoft, U.S. District Court Judge Ronald Whyte in San Jose, Calif., ruled that a preliminary injunction he issued against Microsoft in November doesn't prohibit the software giant from developing its own independent version of Sun's Java programming language.

The ruling clarifies an ambiguity in the preliminary injunction, in which he ordered Microsoft to rewrite part of its Windows 98 operating system and other software products to make them consistent with Sun's version of Java. At the time, it was unclear whether that injunction also prohibited Microsoft from developing an independent version of Java that wouldn't necessarily be consistent with Sun's software.

The fight over Java mirrors a much larger struggle between Sun and Microsoft over the future of computing. Sun, which billed Java as a universal language that could run programs on any type of computer, hoped to use it to weaken Microsoft's Windows operating-system dominance.

Microsoft, in turn, licensed Java from Sun, then introduced extensions to the language that allegedly tied it more tightly to Windows, damaging its universality. Judge Whyte's original injunction ordered Microsoft to adhere to Sun's version of Java.

Microsoft hailed the decision as a victory, albeit a minor one. "What it means is that as long as we don't use Sun's code, we can develop any Java product we want," said Tom Burt, associate general counsel for Microsoft. Mr. Burt acknowledged, however, that the issue will come up again, since Sun has asked the court to permanently forbid Microsoft from developing its own version of Java.

A hearing on that motion will be held March 12. Microsoft has also appealed Judge Whyte's preliminary injunction, so the issue will be discussed at the appellate level as well.

"The bottom line is that there are three shoes to drop on this issue, and this is only one of them," said Sun spokeswoman Lisa Poulson.



To: uu who wrote (14379)2/19/1999 2:31:00 PM
From: Mephisto  Read Replies (1) | Respond to of 64865
 
What is the problem here?

The court says that MSFT can only distribute " Java technologies developed independently of its rival Sun Microsystems Inc.

And MSFT cannot infringe upon SUN's Copyrights

"…….But the judge said that nothing in his clarification should be construed as authorizing Microsoft to distribute any product ''which infringes on Sun's copyrights or other intellectual property rights in Java technology, or that violate Microsoft's licensing agreement with Sun.''

MSFT HAS NOT WRITTEN THE CODE that would compete with JAVA

"The trade publication PC Week this week carried a report that Microsoft is considering the possibility of a new, rival language.

Microsoft officials have acknowledged conducting research on a project code-named ''Cool,'' but said no decisions have been made and no code has been written."

Why worry about Java-like code that has never been written and may never be written?

Since MSFT has not written "Cool", Addi, I am confused when you say:

"Microsoft has come up with a technology that utilizes its native proprietary windows features in a very easy and friendly manner. This technology which they call Java is in fact a superset of the real Java as defined by Sun and the Java community! However it does the job of writing native windows applications easier than ever before."

Best wishes,

Mephisto




To: uu who wrote (14379)2/19/1999 11:05:00 PM
From: LKO  Respond to of 64865
 

If this really is true and Sun does not appeal the ruling, I
think it will be a great money making machine for Microsoft.


It is hard to make sense of it from the press release level
of rhetoric. I would believe it is always possible to do a
clean room version of Java and some small companies have done it
and don't own any royalty. If you do something else, name
your classes java.something, use the same "magic number" which
binaries use, then you have different intentions.

Look again at what someone posted from DOJ files at

techstocks.com

The real battle is about that "let Java class library space fragment"
part in that exhibit. In addition to all that Microsoft seems to be
adding Keywords to the language too such "multicast" (ugh!)
Ofcourse I can extend the English Language with the words
mumblefoo and mumblebar but only my spell checker would pass them.
If an English spell checker fails my document and does not let it
be lablelled as "English" then, would I be in court saying
no my language is English ?

I am not lawyer enough to know who will win, but the evil intent
of M$ is what is being litigated here, not their technical ability
to do great Java or otherwise products or even the technical
shortcomings of Java. At stake is whether a monopolist gets to
stomp over other people's intelluctual property by preconceived
conspiracy or not. When they first signed the consent decree,
the "Release isn't done until Lotus doesn't run" was the Windows
strategy. It succeded in Excel dominating despite an entrenched
Lotus123. Now "Fragment Java" is the strategy. They might win that
one too.

That is the way I see it. Press seems confused by rights to do
clean implementations from Spec vs doing your own words and
incompatible things but insisting on labelling it with a
trademark that implies compatibility (Java or English).

Ofcourse none of that detracts from
the fact that owning stocks in monopolies always pays <G> if
they can get away with it.