"The first take on this is that it is the appliance market that
is of interest to Sun. It has not really found its own way into
this market and so it makes some sense for it to buy its way in
rather than invest similar amounts of money on a development
programme that would get it to the same point several years later.
The question that arises is whether Sun will adopt Cobalt's Linux
approach as it stands today or whether it will take the opportunity
to extend its existing technologies down to appliances."
"Opinion on this matter seems to be divided with some
commentators believing that Sun will scrap the Linux and AMD
processor in favour of its own Solaris and UltraSparc products.
Others take McNealy at his word – he says that Linux is the
same as Unix - and believe that when he says that Sun will be
number 1 in Linux that he is committing the company to long-term
use of the technology."
"It would be nice to see Sun develop and market a Linux
alternative to its Solaris environment but that would take it into
areas of business where it has little expertise today. Perhaps the
Cobalt acquisition is the first step along that line."
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