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

To: JDN who wrote (14571)	3/2/1999 8:52:00 AM
From: Carmine Cammarosano	Read Replies (3) \| Respond to of 64865

news: expecting 20% EPS growth...we are going higher today!

To: JDN who wrote (14571)	3/2/1999 12:15:00 PM
From: QwikSand	Respond to of 64865

No question its good for the World, now is it good for US.... IMHO I don't think there's any question there either, JD, assuming there are enough people out there who will pick up this astoundingly valuable free information and use it. Every such person is going to be creating business for Sun along several different paths: eventual licensing fees (you know the "free" part kind of disappears if you base a commercial product on the material), momentum for SPARC vs. Intel, ISV interest, and others I can't even think of. The billions in accrued R&D that Sun is making available free to academics and entrepreneurs could "sparc" a whole cluster of startups, each of which potentially benefits Sun sooner or later...even the ones that don't make it. I think I heard one analyst call it a "brilliant idea". I think that's what it is. Regards, --QwikSand

To: JDN who wrote (14571)	3/2/1999 5:14:00 PM
From: Mephisto	Respond to of 64865

Hi JDN, I think SUNW is doing the right thing. "The idea is to put state-of-the-art technology in the hands of the innovators of the world, in a business model that allows them to quickly innovate without a lot of cumbersome legal and financial details," said Marge Breya, Sun's vice president of marketing and business development for Microelectronics. Under this new model, "there can be very fast, rapid innovation" in chip design, she said." JDN,Sun has watched the use of Linux grow. Linux is free, as you know. And, as the article pointed out many academics and start-up companies could not afford start-up fees up-front. Once the developers have a product they will pay SUNW for a licensing fee. "Developers who license the technology will be free to modify Sun's designs and to incorporate them into more complicated chip designs. Companies that sell products based on the designs ultimately will face licensing fees, but only when they move to commercial production."