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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (12381)	12/8/1999 8:30:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

No doubt the enemy issue, but as gorilla gamers - the announcement that the java control was being pulled from a group standards committee in favor of Sun hoarding it all to itself has gaming considerations. Hey, maybe even a day in the future when Klein and team are hanging some other eggs in a sling to fry. Interesting times and I was hoping we could discuss it. I'm not that up to snuff on Sun. BB

To: gdichaz who wrote (12381)	12/8/1999 12:36:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 54805

Hi ! I talked about it a while back, as some sort of KING in UNIX market, and a developping simian in in the software / internet architecture arena... Nobody seemed very interested at the time, but now that sun is up so much, there is more interest in it. I can tell you, based on my new technology Architect job that SUN is on a internet B2B commerce roll, an architecture roll (Java/Jini, Corba) and a server architecture roll <g>... All cylinders firing, and I cannot see any threats on the horizon... HP ... a bad joke, getting slightly better, but out of it's class. IBM, flailing about everywhere, with no real direction. SGI, DOA DEC, pretty funny... SUN is a Hybrid Hardware/Software company (mostly Hardware of course) that is becoming "cisco-like" in mind share and market share , in providing the server/&some storage) plumbing of the internet. Cisco = Data plumbing of the net SUN = Server, some storage & TELECOM VOICE (Netra servers) in most of all the CLEC's. Their market is the ISP's (90%) and most of the CLEC's(Voice) where they also have about 80-90%. The AOl-Netscape-SUN Alliance is really powerful, but it is really a SUN -led show, as Netscape is 100% under SUN control, and AOL is concentrating on B2C initiatives, with SUN having the rest. I never had much money, having started invetsing with 10,000 only in 1997-1998.. But I invested 50% in SUn, and my original 300 shares at $ 39, bought for just less than # 11, 800 or so, are now worth $ 90,000. I plan on keeping them for years, as the e-commerce hardware/software buildout is just starting... An interesting sidenote is that Yahoo was operating it's whole site on Linux & X86 servers. They are moving everything to SUN, with some EMC/SUN storage. More E10,000 sales ! Take care Jean

To: gdichaz who wrote (12381)	12/8/1999 12:37:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 54805

Hi ! I talked about it a while back, as some sort of KING in UNIX market, and a developping simian in in the software / internet architecture arena... Nobody seemed very interested at the time, but now that sun is up so much, there is more interest in it. I can tell you, based on my new technology Architect job that SUN is on a internet B2B commerce roll, an architecture roll (Java/Jini, Corba) and a server architecture roll <g>... All cylinders firing, and I cannot see any threats on the horizon... HP ... a bad joke, getting slightly better, but out of it's class. IBM, flailing about everywhere, with no real direction. SGI, DOA DEC, pretty funny... SUN is a Hybrid Hardware/Software company (mostly Hardware of course) that is becoming "cisco-like" in mind share and market share , in providing the server/&some storage) plumbing of the internet. Cisco = Data plumbing of the net SUN = Server, some storage & TELECOM VOICE (Netra servers) in most of all the CLEC's. Their market is the ISP's (90%) and most of the CLEC's(Voice) where they also have about 80-90%. The AOl-Netscape-SUN Alliance is really powerful, but it is really a SUN -led show, as Netscape is 100% under SUN control, and AOL is concentrating on B2C initiatives, with SUN having the rest. I never had much money, having started invetsing with 10,000 only in 1997-1998.. But I invested 50% in SUn, and my original 300 shares at $ 39, bought for just less than # 11, 800 or so, are now worth $ 90,000. I plan on keeping them for years, as the e-commerce hardware/software buildout is just starting... An interesting sidenote is that Yahoo was operating it's whole site on Linux & X86 servers. They are moving everything to SUN, with some EMC/SUN storage. More E10,000 sales ! Take care Jean