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

To: Seeker of Truth who wrote (28566)	7/23/2000 2:39:02 AM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

I simply mentioned Sun because it resides in the G&K portfolio that UF set up. Geoff Moore also talked about it today on the Fool Radio Show as to how Sun is a prime example of a company that caught the Internet wave at the exact right time and their latest quarterly earnings were very impressive. Hey, I don't own the stock. It was Geoff talking. BB

To: Seeker of Truth who wrote (28566)	7/23/2000 7:38:41 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Sun's stock reflects the fact that it is much more a pure Unix play than the others, except for SGI. 1. Much of Sun's success during the last three years is attributable to its software (JAVA), not just it's UNIX servers. 2. SGI is much more of a WINTEL company now, than a UNIX box company.

To: Seeker of Truth who wrote (28566)	7/23/2000 2:42:51 PM
From: Thomas Mercer-Hursh	Respond to of 54805

Sun is just one of many. None of them stand out as a king. If we are looking box to box on pure technical merits, I would have to agree with you. But I don't see Sun position based on this kind of comparison. What puts Sun in the position they seem to have at this point is the degree to which Sun has been successful at positioning themselves as the place to go if one is interested in the Internet. Some of this is just good marketing, some having the right sorts of product, some history, but increasingly I think it is also that Sun has made some meaningful strides toward being a one-stop shopping option for internet needs. Some of this comes from the iPlanet alliance, which seems to be growing in market share and I think there is interesting potential in this direction from the Forte acquisition, both in terms of the ability to build highly scalable applications and especially from the EAI capabilities of Fusion, since many large internet projects involve some element of EAI.