Hi everyone....
Having fun reading the book. Good read...
Now a couple points I could get in this morning....
1st, I do not think AMAT is a Gorilla... so maybe we should split gorilla and kings portfolio into 2...
Compaq is not even a king IMO. Nothing distinguishes their stuff from others, and they have nonexistanr "barriers to entry"...
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Just to start the discussion going....
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Another point SUN Microsystems.
At least a King, or it's way to gorilla-dom, or "in the eye of the tornado" at this point..
Please consider this...
1- It's consolidating the fragmenting UNIX market, and making it's OS (Solaris 7 64-Bit ) a new corporate standard for ultra-powerful unix servers..
SGI, UnixWare, AIX, Ultrix, HP-UX, all weakening... Solaris gaining ascendancy.
2- It's more than a "committee" member on the JAVA/JINI conputer model, it is becoming it's spiritual/controlling leader...
3- Category-killer UNIX workstations, but more importantly, Category-killer STARFIRE Super-Super Servers that is taking business away from HP, IBM et al... They even use PC-standard parts, like ATI graphic cards, in some of their newer systems, to commodity-level prices.
4- Definitively seen as the "INTERNET company" by public/corporate perception. Windows rules the desktop (forever probably) but SUN rules the internet server backbone...
It's dominance is accelerating people, at a faster and faster pace.. a LOT like that other company called microsoft in the 80's-90's...
The dot in dot.com ads are actually true, and are becoming more so every quarter.
Drawbacks:
1- Windows NT will grab a high share of lower-end server services, but for mission-critical/high-performance SAP, ORACLE, etc, it's SOLARIS/ SUN.
2- JAVA disappears... Not likey, with the indutry adoption rate, I would not think so.
3- JINI does not take off. Possible, but not likely, but still, an emerging technology at best.
4- MERCED processor by INTEL: I actually think they are vulnerable here, but even then who cares... Solaris will be fully supported on it. I expect that SUN will have to scrap the SPARC and that it should. Too expensive to develop and maintain.. Intel MUCH better positioned to do better here.
damage effect: minimal, if MERCED takes off.
What do you think ?
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I think they are now past the "CHASM", are in the "TORNADO" phase of massive adoption by everybody, and are seen as one of the only emerging gorillas in the high-tech industry.
Barriers to entry are very high, for it's competitors...
Anyways, let me know...
I am back to reading the book now <smile>
Take care
Jean
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