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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (12383)	12/8/1999 8:42:00 AM
From: gdichaz	Read Replies (1) of 54805

Bruce: I do follow Sun and have for years. In fact Sun is my only holdover from my days when I used to concentrate on "networking" and before I began my concentration on the telecosm (wireless and fiber) a few years ago. I just could not sell such an outstanding company. Their innovative powers are awesome. And their servers keep the money coming in. Actually their approach has been fascinating to watch. And consistently a fine investment over the years. Java, Jini, etc which will change just about everything they touch, are not money centers for Sun. They are the foot in the door to sell servers. And servers - particularly in the enterprise and the internet - are their bread and butter - their cash cows. Amazingly this has worked - and worked well. Cha2

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