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

To: muleskinner who wrote (14727)	3/14/1999 3:14:00 AM
From: JC Jaros	Read Replies (1) \| Respond to of 64865

Yes. Bill Gates announced last week that Microsoft is about to enter the Unix space with an OS that's going to blow the doors off of Unix, and soon supplant it altogether in the enterprise. That has a lot of us worried. Also, Compaq announced a deal with a Chinese company to write a new Unix OS for the Chinese. HWP is talking about addressing their sales/earnings growth problem. SGI has finally had enough, is mulling over the prospect of Linux on SGI, and perhaps concentrate. on Scandinavia exclusively. IBM and SCO are ganging up to create another Unix, tenatively called "Not Solaris(tm)". Jini, is a clean room implimentation of whatever it is that MSFT had similarly planned. Notably, to date, Sun has mostly only been able to sign 'foreign' companies to Jini, like Philips and Sony. In the face of all this, Sun seems to be making several seemingly desperate moves. One is throwing a huge expectation around Sun Service and Sun Education to produce earnings. Another is the Serengetti (sp) long bomb, which flys dangerously in the face of MSFT PC, NT and NNT plans. Clearly, Sun has painted itself into a corner in the Microsoft Internet. Oh well. Because of the Java hype, Sun was able to sell their boxes to IT managers who wanted to be associated with the Java thing. The chart indicates we have two or three more good quarters until Microsoft makes it's entry and obviates Unix. -(seething sarcasm) JCJ