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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (37439)1/3/2001 10:50:01 PM
From: kumar  Read Replies (2) of 54805
 
Eric,
re G Moores thoughts & your on SUNW being a gorilla, heres my thoughts :

- in the UN*X hardware space, the hardware market share of the major players changes very often (depending on their product cycles). Just today HWP announced global availability of a server that supposedly beats performance metrics of IBM & SUNW. I'll almost bet that in a years time someone else will announce something "better".

- In the UN*X h/w space I dont see any significant BTE. The BTE's are in the s/w apps run on a range of h/w.

- Consider IBM recently displacing SUNW as the vendor @ Shell, where IBM offered what we call a "mainframe" (S390 I think), but running 1000's of partitions of LINUX!

- given the above scenario, I think it would be extremely hard for me to consider any of these h/w vendors as "the Gorilla".

- Now, if someone can prove that SUNW has a sustainable advantage because of Java & J2EE, then maybe one could say that SUNW is the Gorilla of enabling software for e-commerce apps, but NOT its h/w.

- Until then, IMO, the jury is out, and I would not consider SUNW to be "the Gorilla" of UN*X hardware.

cheers, kumar
PS: Disclosure - I am a HWP employee, but my comments above are independant of that aspect.
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