Sun Microsystems Inc. (JAVA)

All Comments on JAVA

  • commenter
    User 162347
    Mar 10 11:59 AM
    Will the iPhone Become the First True Mobile Internet Device? [view article]
    Davewrite: No. Your paradigm shifts are nothing more than poor made-up examples of your own imagination.

    Apple will be successful, but not in the made up examples that you gave. Why aren't their computers the de facto standard in medicine or real estate, or whatever other industry your fanboyism is imagining?

    The iPhone is a bionic enhancer? Maybe you should submit a patent application for the new iBionic, I'm sure it's going to make you rich....

    Apples phone plays music well, can browse the web, looks good, and can make calls. It's going to get smaller, look better, and be faster...but your doctor isn't going to cure you with it.

    Come back to planet Earth, will you?     Reply
  • commenter
    Davewrite
    Mar 10 11:36 AM
    Will the iPhone Become the First True Mobile Internet Device? [view article]
    The iPhone's interface allows the device to change to whatever the user requires, e.g. a college student's iPhone interface will be different from say a doctors (who will be using his as a diagnostic aid) -- this a paradigm shift for mobile devices. IPhones and future iDevices are more mini-computers running a very advanced OS a modified OsX, Rim and the others are years behind and don't have the resources to catch up (it's taken 20 years for Apple to get OsX to this stage). Also for future iDevices usability is important and in this respect nobody comes close to Apple. After 8 months iPhones already have bigger market share in the U.S than all the other mobile devices like Palm, Windows Mobile, second only to Rim. Google says 50 times more searches come from iPhones than any other cell phone.

    The future is Apple's, that's why John Doerr (the guy who financed Google and Amazon) is setting aside 100 million to finance iPhone app. development.

    Take a real estate company, if your competitor is using the iPhone to keep up with contacts, locate properties with Google Maps, seamlessly integrate information like listings and leads generated with headquarters computers, do banking, calculate mortgages etc. plus have access to every tool on the net, and you are not using the iPhone you're going to feel very outgunned. The iPhone is many situations will seem like a portable powerful 'bionic' enhancer. Watch the Apple SDK presentation, the iPhone is a game changer.


     Reply
  • commenter
    User 162347
    Mar 10 10:39 AM
    Will the iPhone Become the First True Mobile Internet Device? [view article]
    Dana, no amount of unsupported wishful thinking will make the iPhone the device you play it up to be. Apple is slow enough with its release of a 3G version of the iPhone, I can't help but doubt the other improvements it would need to be such an ultimate "mobile Internet device".

    The SDK apple released should make things interesting, time will tell, although I think it will follow suit with the mobile JVM's use: running sudoku puzzles and silly games rather than enterprise applications.

    Are you really going to do most of your work, even when on the go, on an iPhone? Is that something you look forward to doing? Unless you've invested heavily in AAPL, I doubt it.     Reply
  • commenter
    seriously ?
    Mar 10 10:30 AM
    Will the iPhone Become the First True Mobile Internet Device? [view article]
    So I am confused as to what your point is:
    "but for now, I don't see the cost-benefits in writing native iPhone apps or porting existing enterprise apps to iPhone. Maybe never."

    &

    "The iPhone can become the MID for business, and start to replace the PC outright for a significant portion of workers. "

    I thiiinnnkkk I agree with your general point...

    and in answer to your headline question:
    "Will the iPhone Become the First True Mobile Internet Device?"

    I say, 99% sure... YES.

    and it's not really that I know what a "true mobile internet device" is really, but I know that the iPhone is already much more capable than any other smartphone and will only continue to accelerate it's lead with the SDK/iFund etc.
    My point is: I simply expect the tech on this thing to grow so fast we shouldn't expect to be able to imagine what we will see even 0.5 -1 year out.

    IMHO Jobs is doing just about everything right with the iPhone, the only major whole I can find is lack of Flash...

    ( I vaguely understand it's a processor/power issue at heart, but jesus...Steve.... no Flash!?!?... ).
    OF course this can worked around in most cases...( see: google and youtube ) but why give the developers this headache when so many internet ( ergo mobile ) apps/games/etc have already been built with flash... ( check out finance.google.com and play with their charts w/ news flags for an example of a how mindboggling fast a flash app can be whilst delivering a nearly inconcievable amount of information... think about it... you can freely pinch and squeeze the time scale of these charts...and hey free google NEWS integration ( information overload...just think about all the info you are gettting and how fast it is... ) ) ....

    Ok... I am nesting parenthesis...time to lay off the ritalin / venti macchiatos...

    sorry for the blabbering... but this is a blag-o-bloob on the intertubes afterall...

    o and besides the flash the only thing I "worry" about with the iPhone... how will Android compete with this ? I mean we know schmidt is on both boards ( obviously more vested interest in AAPL > GOOG ) but, have they agreed to "stay of each other's lawns ? " I cannot completely imagine how this deal might work, GOOG has the servers and software... and AAPL has the hardware/software ...

    I can't help but think that ANDROID could easily begin eating into the iphone market share ( im thinking 2 years outish.. in an iphone dominated world ) with very cheap and rich hardware. I don't doubt that the iPhone will be able to continue to lead in "richness/feature... , but I simply can't imagine a very cheap open-source "android" based phone that woulnd't seem more attractive to someone who can shell out $500/$400 for a phone.

    .... now I am thinking that they are both ultimately UNIX devices so it may not really matter in the end...idk... unfortunately for all but the VERY MOST savvy of us; GOOG & AAPL know ALOT more than we do..

    disclosure...I am long a bum's amount of AAPL and GOOG and in general more biased from being a "fan" in both of their favors than a being a "shareholder"... ( though... I need to use all this dopamine to geek out on currencies because I'm sure 1 share of GOOG = .75 euros by now and I recently sold off alot of $$$ to travel... time to buy the EURO ? .... or is at a topish ...idk ....idk..... )


     Reply
  • commenter
    gc5674
    Mar 07 10:24 AM
    Microsoft Continues to Waste Shareholder Value on Standards [view article]
    Dennis,

    "Locked in to Sun or IBM or <insert name here>" in utilizing open standards is neither a lock nor a waste of time. It is called consumer choice. "Locked" in to Microsoft may also be a choice but inevitably results in a lack of innovation and stagnation of ideas. Wave goodbye to your beloved gatekeeper and more of your shareholder value if they so choose to invent a wheel that only fits their car.

    BTW - whose browser did you use to post this? I can only assume it was once again something from your provider of choice...

    [Comment edited for offensive language. Commenter put on watch]     Reply
  • commenter
    Dennis
    Byron
    (Research
    2.0)
    Mar 07 07:53 AM
    My Website
    Microsoft Continues to Waste Shareholder Value on Standards [view article]
    And the Microhate begins.

    But for all of you that prefer to be "locked in" to Sun or IBM, it's a free country. (Oh sorry, no actually in your country, it's not. Nanny Neelie has to tell you which company's products to use.)     Reply
  • commenter
    PK de
    C'ville
    Mar 07 05:51 AM
    Microsoft Continues to Waste Shareholder Value on Standards [view article]
    Byron,

    You're so out of it, I'm astonished. You really think MSFT has a choice? They're waving their hands and pretending to do stds because whole countries do not want to be handcuffed to MSFT's formats AND they're walking unless MSFT standardizes!

    If you want MSFT to lose value fast, get them to announce a new policy: WE WILL NOT DO STANDARDS!

    (And go short, big time!)     Reply
  • commenter
    Dennis
    Byron
    (Research
    2.0)
    Feb 27 02:09 PM
    My Website
    Sun To Skeptics: Open Source Has a 'Clear Economic Model' [view article]
    He's right, and it's the same economic model (annual maintenance support and initial implementation/trainin... services contracts on top of licenses) that everyone in the software business has used for 35 years. The OSS business model just says a slow dime is better than a fast nickel.

    As for "crippling licenses and sneaky licesning exceptions," that's called marketing.     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Feb 19 11:27 AM
    Wall Street Breakfast: Must-Know News [view article]
    Indeed, CrossProfit. Great call! Reply
  • commenter
    CrossProfit
    Feb 19 09:21 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    "Iron ore price soars"

    Seeking Alpha readers were aware of this trend already back in October 2007.

    See:
    www.crossprofit.com/ar...
    or
    seekingalpha.com/artic...

    "A risk to our assessment for CLF (not the price of iron) is that current Australian port infrastructure may not be capable of handling much more volume without upgrading. This could take two years, postponing further benefits from the Australian acquisitions."


    The trend was clearly pointed out again in a follow-up article in December 2007.
    See:
    www.crossprofit.com/ar...
    or
    seekingalpha.com/artic...

    "In general, prices reset in January every year for iron pellets on all long term contracts. Different formulas are used for the various contracts with a partial resetting done on a quarterly basis...

    Australia Portman acquisition benefits from hedged exchange rate and there should be a large price increase coming through in January"

    There were at least two opportunities to go long below $95 since the first article and one opportunity since the second. We reiterate the closing paragraph from the first article;

    "Should both iron ore and coking coal live up to predictions, we could see CLF trading at $160 in 2008."

    CrossProfit (consensus)     Reply
  • commenter
    User 74361
    Feb 13 01:37 PM
    Wall Street Breakfast: Must-Know News [view article]
    This newsletter would be useful if it came BEFORE breakfast instead of after LUNCH. Reply
  • commenter
    Victor J.
    Cook, Jr.
    Jan 31 04:03 PM
    My Website
    Dell, You Can't Make a Tune Out of Just One Note [view article]
    Peyton,

    I elaborate on the equation for maximum earnings potential in my August 8, 2007 post on "Morgan Stanley, Merrill Lynch and the Fable of Three Bears." Check it out.

    If you really want to dig in the dirt there's a link in that post to an audio slide show I did on "The Rule of Maximum Earnings," based on Chapter 5 in my book "Competing for Customers and Capital."

    If you still have questions, or want actually to apply this to a business, you should get your hands on a copy of my book, then go to Appendix A "Definitions and Derivations" pages 250-252 and code the expressions into a spreadsheet and test them on financial accounting data.     Reply
  • commenter
    Victor J.
    Cook, Jr.
    Jan 31 03:43 PM
    My Website
    If Only Dell Had Listened to the Numbers [view article]
    Good quesiton. The idea behind the Sun acquisition was to get entry into the IT departments of major corporations. This was required in order to allow individuals to buy machines online as if they were buying for their own use outside corporate firewalls.

    This in turn required design and installation of new accounting and control systems to manage end user buying decisions in place of centralized IT buying decisions. And that in turn would have required Dell to put in place the hardware and software support needed to service end users (Competing for Customers and Capital, pages158-59).

    Sounds far fetched I know. But it also seemed far fetched at the time that major supermarket chains would ever link their accounting and control systems to with P&G in order for both to better manage inventory costs. A drag on short run profits but with the potential for much greater volume and value creation in the long term.
    Reply
  • commenter
    Victor J.
    Cook, Jr.
    Jan 29 11:58 AM
    My Website
    Is the Open Source Movement Good for Sun Microsystems? [view article]
    Very interesting analysis. In the same line of thinking another revealing metric lurks in the background of JAVA's performance. As well as that of DELL, HPQ and IBM. I call it "Enterprise Marketing Costs per Dollar of Revenue." For the most recent numbers, as well as ten quarter trends for all four companies, see my post: "Dell Can't Carry a Tune With Just One Note" at customersandcapital.co...

    Reply
  • commenter
    Tom B
    Jan 29 09:30 AM
    Is the Open Source Movement Good for Sun Microsystems? [view article]
    Sun's problems have little to do with Open Source as a concept. The server market changed. In the old days, you could sell expensive servers with custom-fabbed chips. Now, Intel caught up and RISC (Sparc, PowerPC, MIPS, etc) lost. The brief period of competition from AMD lit a fire under Intel R&D and they really got their act together.

    Now, if you need performance, reliability, or security, you can run LINUX or BSD (or OS X) on an Intel box. If you have light demands or are saddled with less intelligent it people, you can run MS IIS or something like that.     Reply
Loading...
Symbols:
Authors:
Quick Links: