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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: Bill Fischofer who wrote (944)3/13/1999 7:18:00 AM
From: gdichaz  Read Replies (2) | Respond to of 5853
 
To Bill:

"Without control of Java, SUNW is just another commodity provider of computing cycles as far as telecosm analysis goes, no?"

My "No" related to your ",no" question indicator.

Since this is the George Gilder thread, he is much more capable of answering your question than I am.

But, here goes, for whatever little it may be worth. Sun Microsystems has been one of the "ascendant technologies" before rpt before Java was even on the scene. And its slogan has been "The Network is the Computer" since its inception.

Sun's earning machine is it's servers. Whether Java makes money for Sun is actually just frosting - the servers are the cake. Java is useful as mindshare or a foot in the door. To me Java is huge as will be Jini - but not primarily as a contributor to earnings - but key to Sun's leading edge technology reputation - a well deserved reputation IMO.

And as for HP taking over Java, Hell freezing over is a better bet IMO.

But all this is just IMO. Chaz