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

To: Bruce Brown who wrote (28568)	7/23/2000 8:47:54 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

BB: Chuckle. Fun to see mention of Sun Micro here. Sun is a key example of how difficult it is to deal with a company with a mix of excellence in gorilla game terms, as opposed to a single focus. Once again, as is usual, the only clear way to try to deal with Sun or those in a similar broad position is to use Mike's approach, think in terms of the various elements of its participation. That Sun is the King in network/enterprise servers is simple, direct and clear. But it is Java, Jini and all the "software" areas that cause confusion. What are they, and what do they add to Sun's value? Hard to measure and judge. Comments? Best. Cha2

To: Bruce Brown who wrote (28568)	7/23/2000 2:00:05 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Hey, I don't own the stock. Amazing. We've now counted three stocks Bruce doesn't own. :) --Mike Buckley

To: Bruce Brown who wrote (28568)	7/24/2000 1:29:57 PM
From: pann1128	Read Replies (2) \| Respond to of 54805

Hi Bruce, Many thanks for your I2 and Seibel posts. If you are still in the Bay Area, you probably read this article in the mercury news. I believe Larry is taking on more than he can chew, but I am interested in your take on Oracle's moves. Hopefully Mike B. reads this and comments on it as well. Both of you have discussed Seibel's position as being very strong w.r.t. Oracle, but what about I2? sjmercurynews.com Thanks, Piyush P.S. How did you visits with Bay Area companies go. Not sure if you posted anything on it.