Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (14836)	1/11/2000 8:47:00 AM
From: DownSouth	Read Replies (1) of 54805

I don't see Sun being the King of web servers. They are the market leader, but have on IPR to keep them there. They dominate the market because of their sales force and sales strategies. I compare them to Dell of 2 years ago. They are able to meet demand and find customers better then their competitors. They are very vulnerable, imo. There is a tornado, but I expect no Royalty to survive, other than Princes.

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