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

To: Stormweaver who wrote (15776)	4/26/1999 7:06:00 PM
From: paul	Respond to of 64865

like i said, Domino is from Lotus, a subsidiary of IBM. Also domino is still part of the old infrastructure - essential for back office operations but also sucsceptible to being locked down for Y2k. Im talking about a new generation of web, traffic, and billing software, content management, auction, etc. for business being transcacted over the web by service providers and ISP's. no one is porting these to IBM for several reasons, IBM has 4 major platforms - os/390, os/400, aix and NT of which their commitment is unknown. IBM server revenue has been declining since the early 90's and IBM is not cool.

To: Stormweaver who wrote (15776)	4/26/1999 7:21:00 PM
From: paul	Read Replies (1) \| Respond to of 64865

I'm not sure what you mean by making money off of its web software development efforts and e-business. These are 2 different things - ebusiness isnt a product its basically a services offering. i.e - sell them stuff and make money telling them how to use it. This is the fastest growing part of IBM's business - just like Wang, DEC (before it got compaqted, and Unisys - not an illustrious grouping. Now Sun makes money in a similar way becuase it is the defacto standard on the internet and Sun will dot-com you with hardware, software, consulting etc. So Sun makes a lot of money on "e-business" as far as web software development tools go, ill agree that Sun may not be the most succesful vendor of web development tools but I dont think thats their strategy. Overall the value of "tools" isnt very high - but if you think of the JDK - thats probably the most succesful software tool in the last few years and its free. Now people use those tools to build a city and that ultimately has more value than the shovel that was used to break ground on it.