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Technology Stocks : All About Sun Microsystems

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To: DownSouth who wrote (5661)	11/16/1997 3:50:00 PM
From: Ken Sullivan	Read Replies (1) of 64865

>No disrespect [for Scott McNealy] intended, but those skills are good when you are the gorilla in the market, but they will do you no good if your marketshare begins to seriously erode. Example, Dr. An Wang. A great engineer, but his market fell out from under him and he had no idea how to respond... Down South, Please consider that both Scott McNealy and the late Dr. Wang placed the emphasis on the same word, INNOVATION. The difference was An Wang thought ONLY of HIS OWN innovative ideas while Scott McNealy (Sun) strives to enable the cumulative innovation of the marketplace; and then tries to take advantage of it. The whole point of a single development environment (language, VM and APIs) that can run on any hardware platform is to enable a higher rate of innovation. When more innovation reaches increasingly cost conscious end users - who have rapidly changing business needs - through more applications then Sun will be man o'the mountain, and Scott McNealy's "consistently belligerant" behavior will put him on the cover of Time magazine as "Person of the Year" (I predict 2000.) My money is on Sun. ken

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