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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (14829)	1/10/2000 1:32:00 PM
From: gdichaz	Read Replies (4) of 54805

JRH: Justin. Where does Sun Microsystems belong? Sun is a good example of a king in enterprise and internet servers but a prince elsewhere with the wild cards of Java and Jini thrown in. What is it anyway? And how do we deal with it here? Note latest in Briefing.com: "Sun Microsystems (SUNW) 76 3/16 +4 5/16: The next era of the video/internet may be getting all the attention today with the AOL/Time Warner merger, but a quiet announcement from Sun shows that the Application Service Provider (ASP) era is also coming. The ASP concept provides software applications over the internet, without having to have software installed on a client system. The new capability allows for new business models, such as "renting" applications or per-use fee arrangements. Although widely talked about, the ASP business still hasn't gained much widespread acceptance among users, except for some email applications. What Sun is announcing today is an agreement with Nortel Networks (NT) to define a single standard for a network directory service. This would allow ASP developers to have a defined environment in which to integrate software on the server with that displayed in the browser, and support that environment for potentially millions of simultaneous users. Sun intends to make this standard an open industry standard. History has shown that very few single vendor initiated standards gain widespread acceptance; this needs to be watched. For now, it doesn't mean much for either Sun or Nortel, but as a precursor to the advent of the ASP market, today's announcement looks interesting. We expect to see the ASP market grow from concept to actual infancy this year, and while Sun and Nortel are just providing a platform to enable ASPs with this standard, we also expect Sun to be one of the first major ASPs. At some point, Sun will roll out the Star productivity software products on an ASP basis, probably near the end of this year. - RVG " Comments? Cha2

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