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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (28566)7/23/2000 2:42:51 PM
From: Thomas Mercer-Hursh   of 54805
 
Sun is just one of many. None of them stand out as a king.

If we are looking box to box on pure technical merits, I would have to agree with you. But I don't see Sun position based on this kind of comparison. What puts Sun in the position they seem to have at this point is the degree to which Sun has been successful at positioning themselves as *the* place to go if one is interested in the Internet. Some of this is just good marketing, some having the right sorts of product, some history, but increasingly I think it is also that Sun has made some meaningful strides toward being a one-stop shopping option for internet needs. Some of this comes from the iPlanet alliance, which seems to be growing in market share and I think there is interesting potential in this direction from the Forte acquisition, both in terms of the ability to build highly scalable applications and especially from the EAI capabilities of Fusion, since many large internet projects involve some element of EAI.
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