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Technology Stocks : All About Sun Microsystems
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To: rudedog who wrote (24248)12/7/1999 5:15:00 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 64865
 
SUN's real strategy is to both direct and dominate that direction.

I don't think there is much question that this is their strategy and no secret about it. The only real questions are:

* Do they have the right vision?
* Do they have a compelling value proposition relative to that vision?
* Can they execute on the vision?

The first of these is largely a matter of opinion which will only be tested by history. I will say, though, that the vision requirement for Sun is a bit different than it was for say Forte. With Forte, there was a need for a very clear and detailed goal that would take a couple of years to reach at a minimum and which then must be still right enough to keep building on. With Sun, it is more a need to be nimble and quick as the possibilities of the Internet unfold and they seem to be pretty good at that lately.

As for the compelling value proposition, with a well-received hardware line on the one side and Java, Forte, and iPlanet (*maybe* StarOffice) on the other, there doesn't seem to be anyone but IBM that can come close to covering the bases for one stop shopping the way Sun can and some of what Sun has is unquestionably best-of-breed and fairly unique.

Execution seems to have been pretty good to, so far.
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