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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: cfimx who wrote (5107)	10/24/1997 5:38:00 PM
From: Peter Shaw	Read Replies (2) \| Respond to of 64865

Twister, In a growing market, suppossed zero sum competition can leave both companies as winners. If the pie was stagnant, you would be correct that only one winner can prevail. BTW, I liked this quote from the Gilder interview: >>He says that Microsoft is at ''an unfortunate point in its history when it will have to change more drastically than those at the helm want.'' It's hard for those in charge to see a need to change, he says, because the model has been very successful. But Gilder predicts that Microsoft's growth rate will ''fall dramatically over the next several years, and what seemed unstoppable will be more mortal than most people imagine.''<< Don't forget that Sun has alot to gain as the computing world moves off of the desktop. That is a drastic paradigm shift which your zero sum scenario fails to acknowledge. Cheers, Peter Shaw