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


To: Uncle Frank who wrote (38934)2/5/2001 2:47:38 PM
From: Thomas Mercer-Hursh  Respond to of 54805
 
In McNealy's recent keynote at the iPlanet conference he was talking in a similar vein*. I don't know that I would say that this was directly tied conceptually to the discussion here, but it certainly isn't far from it ... in fact I considered posting some of that discussion here under the category of explaining SUNWs rather special position relative to other seemingly comparable vendors, i.e., a lot of it is attitude and approach, not just the product. He has a rather sweeping vision of SUNWs future role in enabling net-based interaction and commerce, including an increasingly strong software position. One of his key words in this is "webtone", an analogy to dialtone -- picking up the phone and hearing dialtone reflects a huge and complex infrastructure which has been made easily accessible to the user. He wants SUNW to be the source for companies providing webtone. A couple of other bits, other than the predictable slam on MSFT, included:
* in time everything will be dynamically priced;
* 1/2 of voice will travel over IP within 5 years;
* the internet is actually under-hyped.
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* He commented in this talk about being just back from the Pro-Am in Hawaii and having challenged Tiger Woods to a driving contest ... apparently for the purpose of being able to say that he had lost a bet to Tiger Woods. The story I liked better, though, was in an interview of him done by Mike Malone in his Entrepreneurs series in which he talked about Woods coming to his house and hitting a few drives with McNealy's driver ... and his realization that the difference was not the club.