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

To: Jean M. Gauthier who wrote (30114)	8/18/2000 12:27:47 PM
From: LindyBill	Respond to of 54805

RE: Sun vs IBM and HP I am the happy owner of a lot of Sun: But: This is a Royalty game, Jean

To: Jean M. Gauthier who wrote (30114)	8/18/2000 12:49:42 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

A couple of points.... Value Chain for SUN? Sun themselves suggests this is in positioning themselves as a one-stop shopping destination for companies going on the Internet. 1- JAVA, EJB, CORBA efforts What does CORBA have to do with Sun? While Sun has been very successful in getting wide adoption of Java and, with J2EE has matured it into a serious language, it isn't clear that they are actually going to make a lot of money from it. open-source price (free) ditto b) Netware is dying, an distant offshoot of UNIX It would take considerable imagination to find a connection between the two. c) LINUX is taking off, but seems limited compared to Solaris Sun themselves seems to be promoting the idea that one might want to use Linux at the low end and "grow up" to Solaris at the high end, but I think Sun has actually taken a position where it doesn't matter how good Linux gets since Solaris itself is not a profit center that matters. EndGame: Solaris, JAVA widespread deployment + Software Alliances & bundling, And let's not forget Forte, right there inside Sun, providing not only the best application development tools for scalable distributed computing, whether one picks C++ or Java, but the best EAI tool ... both of which are key ingredients in large companies coming to the Internet. I think it should at least be added as a KING in the G&K portfolio Errr... already there and has been for a long time.

To: Jean M. Gauthier who wrote (30114)	8/18/2000 12:52:21 PM
From: areokat	Respond to of 54805

I do say that Moore is WRONG Not impossible. I think I remember some saying a while back that Moore was either wrong or late on Qcom. Thanks for the information on Sun. If LB is into Sun--that's a strong endorsement. Kat

To: Jean M. Gauthier who wrote (30114)	8/18/2000 1:27:21 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

It's impossible to hire Java programmers. I'm sorry to report, there's a contract Java programmer working for me just finishing his assignment. He is anxiously looking for a job but his emailed resumes get him nowhere. He is really talented, and reliable! Maybe you were exactly right six months ago but things change like lightning. The comparison between Sun and other machines will be even less favorable when Intel finally comes out with a 64 bit chip. Anyway, minicomputers(aka "servers") are a commodity and so is Java. I'm not shorting Sun but I sure don't see any reason to view it as a king.

To: Jean M. Gauthier who wrote (30114)	8/21/2000 12:41:31 AM
From: Mike Buckley	Respond to of 54805

Jean, Do I have to send you flowers every week to get you to come back here and STAY here?! :) Mike, can yyou help me here in maybe starting some kind of discussion on evaluating SUN maybe in amore rigorous fashion than I can ? I'm going to be away from me computer for about two weeks beginning Friday and not with a lot of spare time in the next four days before I leave. Though I can't be a participant, maybe I can help out by reminding everyone that the best way to focus on the issues you're discussing is to take each aspect of gorilla gaming one step at a time. First determine if there is a proprietary, open architecture. Then, look for the high cost of switching. Has the tornado occured, is it swirling as we speak, or is it expected to happen soon? Only after answering those questions and others will you (we) be able to come to strong conclusions about the great issues you're discussing. By the way, Jean, if you haven't read the "Network to Net Worth" piece at the Frontiers Strategies site, you of all people will really get a lot out of it. The piece will help you evaluate SUN. I promise. :) --Mike Buckley