"People come up to me and askHow are you
doing these days? I sayGood, and how are you?! Weve got $5.3 billion in cash,
how muchve you got? With the current accounting standards, earnings are an opinion.
Cash is fact. Thats just so you know were not going away anywhere"
|
Scott
McNealy, CEO, Sun Microsystems
at Sun Tech Days in Bangalore |
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And that pretty much was the mood at the Sun Developer Conference in Bangalore last
month. A bit belligerent. But not too much. A little defensive, but not overtly so. And
just a little bit conflicteddeep belief in a breathtakingly grandiose long-term
vision and some uncertainty on what its short-term strategies should be.
But first the vision. Matt Thompson, chief technology evangelist,
says"People accuse us of getting to the Web services model late. Thats
true. But that was because we believe Web services is only a phase. If you look at what
our competitors are doing, its essentially a client-server architecture with a Web
base. We believe that theres something next."
That "next" is derived out of Metcalfes Law, which, in many ways, is to
networks what Moores Law is to microprocessors.
Briefly, it states that the usefulness or utility of a network equals the square of the
number of users. Sun, therefore, is looking beyond Web services to an "Internet of
Things", says Thompson. "Our mission," he told developers, "is to
connect everything with a digital heartbeat to the Net and to help you make money while
doing that."
Its not a new idea. Research projects at MIT have been working toward the same
idea for years. Consumer goods vendors like LG are already shipping refrigerators that are
Internet-ready. Automakers have been talking of connectivity in cars for a while and are
likely to deliver on that within the next couple of years. Sun sees a major role for
itself in all of that. "Network identity, mobility and security are going to be the
key drivers," says Thompson.
The promise
The company told developers it was making what it called Five Big Bets.
Bet I: its N1 (Network One) promise for data centers on the policy of "wire once,
provision for ever". N1 is Suns vision of virtualization of the data center
through a software that will act like a network OS of sorts and will allocate resources
for optimal utilization.
Bet II: The application server will get integrated into the OS. Sun recently released
plans for what
| Would you like to work
on the .NET platform in the next two years? |
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it calls Project Orion, which promises to deliver its entire software as
one gigantic version of its Solaris operating system. It will initially include all the
SunONE (Open Network Environment) elements, including the directory server, application
server, portal, messaging and provisioning software, and will later expand to include
storage management software. A version of Orion for Linux is also on the cards.
Bets III & IV: Mobility and Security that will make Java and XML the de facto
standards. According to Thompson, "72% of all wireless devices on the client site
already run on Java and XML." Certainly, J2ME has been a success with cellphone
vendors (notably Nokia and Motorola), and, according to one estimate, 65 million cellular
handsets in the market today are embedded with Java applications.
Bet V: Project Liberty.
| In the long run, who
do you see Linux as a greater threat to? |
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The problem
Therere many. For one, N1 will take at least two-to-three years to deliver and
questions are being asked on whether Sun has that kind of time. For another, if N1 works
and increases utilization by 85%, it will hurt Sun server salesan issue McNealy
acknowledges...but says he will cross that bridge when he comes to it.
Besides, Sun, in its reinvention from a hardware company to a systems company, is
betting hard on softwarewith half of its huge R&D budget allocated to it. At the
same time, it promises that software will cost little or next to nothing. The
betsoftware and Project Orion will drive hardware sales. Its a dicey bet to
make.
And then theres the desktop and Linux. In a project interestingly named Mad
Hatter (from the guy who wouldnt speak a straight sentence in Alice in Wonderland),
Sun will deliver (in spring this year) a beta version of a Linux desktop. A fatter version
of the thin client idea, it is meant for enterprise customers who dont need a
general purpose PC.
| Will Suns
support to Linux and open source affect Solaris? |
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Divided on Linux
However, Suns Linux on Desktop initiative has often sounded like a
tactic to divert attention from the Linux on server successes. It got into Linux late and
when it did, has see-sawed between praising it to high heavens and dismissing it as
"irrelevant". McNealy told a gathering of CEOs and developers at the
conference"I really see no reason why anyone would want to move to Linux at
data centers. Our customers want a solid, secure OS there and they are unlikely to budge
from Solaris." Adds Thompson"We may sound a bit conflicted. We had
discussions on this internally. In the areas that we are looking at, call centers and
back-office operations, Mad Hatter is going to be a really good proposition."
Linux vendors like Red Hat and SuSe, on the other hand, are believed to be not too
happy with what they see as Suns dismissive approach. The fact that Red Hat and SuSe
(with its United Linux initiative) are competitors, makes that dialogue more interesting.
Something that Thompson said sums up Suns whole view of Linux very neatly.
"We believe in Solaris. Linux is a customer-driven initiative."
Sarita Rani Next Page : Surviving the Test of Time Page(s) 1 2
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