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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (28564)7/23/2000 2:23:14 AM
From: Seeker of Truth  Read Replies (3) of 54805
 
Bruce, thanks for an excellent post. I just want to nitpick about one stock, i.e. sun. From time to time I buy Unix servers. The lineup of possibilities is always several, e.g. HP,IBM,SUN,sometimes SGI, Compaq for their machines with the DEC alpha chip. The products are often similar so we compare speed, initial cost, maintenance costs, availability of the best compilers etc. etc. Sun is just one of many. None of them stand out as a king. Sun is sometimes the best in our perceived cost/benefit comparison; it is almost never the fastest machine. The Unix server market continues to grow and maybe Sun's stock reflects the fact that it is much more a pure Unix play than the others, except for SGI.
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