Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Dovi who wrote (836)	11/30/1998 7:48:00 PM
From: George Gilder	Read Replies (2) \| Respond to of 5853

Vulnerability from below, in the Christensen canon, stems from feature overshoot, which is not a characteristic of the web server market. Web servers stand on the frontiers of Internet technology which demands increasing performance to render full sceen video, 3D images and complex realtime transactions. Thus Sun's dominance at the top of this market not only does not portend early vulnerability but gives it superiority in market share measured in revenues and profits, and gives it a shot at unit gains in the future. If and when Internet technology matures--with Sun still accruing most of its revenues from high end web servers and workstations--the company will be in jeopardy from "disruptive" attack from below. But today Sun is master of the two most disruptive technologies in software, Java and Jini. As the prime vehicle of component object software, Java is taking over market after market and commands 89.5 percent share of development tools in companies with under 100 employees. Now that's a disruptive technology.