Forbes has an interview with the new Sun CEO Jonathan Schwartz. An excerpt:
With the advent of electricity, Thomas Edison tried to patent a lightbulb so that you would have to use his lightbulbs if you used his dynamo. That strategy obviously failed. And what emerged was the standard plug. Asking Sun the value of Java is like asking GE–which is, I think, the largest manufacturer of power turbines in the world–what the value of the standard plug is. It ensures they can serve a global marketplace. So if you asked them whats the value of the plug, how would they respond?
Here are some stats on Java: There are more than 1 billion Java cards in the marketplace, securing everything from set-top boxes to handsets. There are more than a billion Java handsets, all driving demand for network infrastructure. There are nearly 1,000 members of the Java community process, who collectively contribute to the standard called “Java.” It is the default standard for set-top boxes in Brazil. So what will the infrastructure opportunity be in Brazil to serve 100 million Java-enabled set-top boxes? I promise you it will be enormous, and Sun will be among many participants that can serve that demand.