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

To: Esvida who wrote (16255)	5/8/1999 9:45:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 64865

I for one also think that set top box as a generic computer will flop. I'm with you AlLe. The world has it upside down. I'll be watching TV on my laptop. An Apple Powerbook? Best of luck.

To: Esvida who wrote (16255)	5/9/1999 11:55:00 AM
From: Nolan Toone	Read Replies (1) \| Respond to of 64865

Let's see if I can give a little counter point to this. > Bob's opinions track closely to the party line at Sun. I for one > beg to differ from my chief's opinion that ASP will make obsolete > private ownership of software/hardware. The analogy to the phone > goes only so far. It's so apt when one wants to highlight the > difference in reliability and ease of use, but anything beyond > that will stretch the analogy into a contortion. The degree of > customization in a phone pales compared to that of a software > system. For ASP to work for every company, everyone will have to > settle for a very few common sets of processes in each industry. > Where do companies look for an advantage then? Why do Olympic > athletes continue to seek new methods (processes and equipment) > of training? Why can't they all adopt a 'best' set of training > methods and then concentrate on training their best to them? If > outsourcing is the panecea, why do people still own their cars? > Of course, leasing a car is beneficial in certain situation, but > it does not work for everyone in every occasion. 1. How many athletes do you know who build their own shoes? They could if they spent the time and money to figure it out and do it but it's just not worth the time. Their time is much better spent at developing their training. Yes, seeking new methods of training are their core competency but cooking their food, designing their uniform is not. Out-source. Up until recently "company" ownership of software was required because they needed data to be local (not much of networking system till recently). Now they can let their data be someplace else and through the web they can get access to it anytime they want, why not let someone else do the software as well. There are a lot of people who know about inventory software and they know it a lot better than I do. I don't want to keep upgrading my systems every time one of them come up with a better idea. 2. The obsolete comment is interesting. I have a slightly different view that the "party line" I don't think the number of PC's will decrease. I just think the number of NON PC's will increase so much faster as to make the current PC market look tiny. I think there will be many more smart-cards/Furrbies/PalmPilots/Dishwashers... than there will be PC's. That is what Scott and friends keep looking at is the GROWTH market.

To: Esvida who wrote (16255)	5/9/1999 12:18:00 PM
From: alydar	Respond to of 64865

Q. "Bob's opinions track closely to the party line at Sun. I for one beg to differ from my chief's opinion that ASP will make obsolete private ownership of software/hardware." A. 1. AT&T purchases and invests over 100 billion dollars in cable companies (i.e. TCI, Media One). 2. MSFT invest 1 billion dollars in Comcast. 3. MSFT invests 5 billion dollars in AT&T. 4. SUNW cuts strategic alliance with AOL and forms new unit with Netscape to provide networking internet services. 5. ORCL introduces "Oracle Online" to offer application services over the internet. P.S.: Everyone has access to the same technology today but it how they implement and use (i.e. analysis) the technology that makes one company better than another. 6. I can on and on and on. Brother, you are going to be standing on an island by yourself with your 10,000 mhz pc with 100 different applications running simultaneously. Another positive is that you can learn how to reboot and upgrade the stellar system when it crashes. All, IMHO, Bob.