Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: gdichaz who wrote (91)	8/15/1999 2:42:00 PM
From: Tom Ardnij	Read Replies (2) of 153

Chaz2, I have been invested in SUNW over the last 1-1/2 years on a premise that it is a locus of consolidation for various Unix markets. I came to believe that Sun Microsystems would benefit as other Unix machine manufacturers started to emphasize Win NT servers also. Hewlett Packard was de-emphasizing Unix in favor of Win NT. This also was occurring at Silicon Graphics and to a lesser degree IBM. I felt that the beneficiary was going to be SUNW. My thought at the time was that the anything but MSFT crowd would focus on the sole remaining pure Unix company. I still believe that in this arena, SUNW is a king. The effect has been especially felt in server wins and to a lesser degree in storage as you have indicated. Additionally, I believe there is a potential for gorillahood depending on what occurs with JAVA over the long run. All this of course IMO. Best Regards, Tom

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