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Technology Stocks : All About Sun Microsystems
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To: Lynn who wrote (24702)12/14/1999 7:31:00 AM
From: daffydog  Read Replies (1) of 64865
 
Lynn,

If I may be so presumptuous as to respond to my own post:

The concerns on the gorilla game thread are different from those here. I would strongly recommend The Gorilla Game by Geoff Moore (I've bought five copies for friends for holiday presents). The authors present a very interesting framework for evaluation of high tech stocks that focuses on figuring out which few companies will be "gorillas" in their particular spaces, characterized by having a proprietary open architecture with high switching costs. In the space that SUNW inhabits, there is no gorilla, but there may be what Moore terms a "royalty game" in progress. That is, one in which a "king" will be crowned who masters more than double the market share of his closest competitor. Unlike a gorilla, however, this king's power will depend upon his execution ability, which is far more fragile than the gorilla's power, which stems from the entire marketplace having a vested interest in keeping the gorilla alive.

I've been long SUNW since 7/97 when it was 11. This is a great company, as all us longs know. If the standard market theory is correct, SUNW will eventually lose valuation to others in its space as everything eventually regresses toward the mean. But I still think we have several more years to go with a great advantage to SUNW.

MGG
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