| An SI Board Since August 1997 |
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JAVA |
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Sun is the only technology stock that I am long on. In fact, it is the only stock, period, that I own in this frothy market...
But the point is, Sun may be the technology stock to own moving into the next decade and century. This thread is in Miscellaneous Technology, because Sun includes not only Sun Microsystems, the workstation and server manufacturer, but also SunSoft, the UNIX software company, and JavaSoft, the Java software company. There are also other little pieces, but these 3 make up the great majority of revenues and earnings.
Sun is one of the most innovative technology companies in the United States (and world). Currently the company is valued at $19 billion, up from $10 billion just a few months ago, but when compared to the $180 billion of Microsoft and $170 billion of Intel, it still appears quite small!
Sun is now selling a whole lot of servers and workstations, as prices have been reduced nearly to the point of high-end Wintel products... the emergence of NC's into the corporate networking culture could be coming soon... however, the big news is Java. It is licensed to every major technology company in the world it seems, but Sun could be in the best position to make operating systems based 100% on Java (could even compete with Microsoft), and semiconductors that are fully optimized for Java (could even compete with Intel).
On many fronts, Sun looks like the company with the competitive edge moving into the '00s. It may be a good place to tuck some money! For my part, as soon as The Panda Project falls to its knees, I'll funnel some more in.
--> sun.com <--
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