Scott McNealy on 'High Noon' authored by Karen Southwick

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 8 August 2022

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

Through the lens of Karen Southwick’s book, High Noon, Cole is joined by former Sun Microsystems CEO Scott McNealy to explore the author’s work and the company’s history. Scott was with Sun Microsystems as COO “In the Beginning.” In this episode, the podcast takes on an alternative format known as “In the Beginning” where we have a discussion with a founder/early executive from the foundation of a book about the company. Karen’s book highlights Sun’s ascent to power and the crucial role McNealy played. Cole and Scott discuss Sun’s early stages, its growing pains, disputes with Microsoft, and how it became a company that helped develop the internet.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.0	At Smead Capital Management, we advise investors who fear stock market failure.
0:12.8	You can learn more at Smeadcap.com or by calling your financial advisor.
0:25.8	Welcome to a book with legs podcast. I'm Cole Smead. I'm the president and a portfolio manager here at Smead Capital Management. At our firm, we are readers and book junkies. It can be
0:31.1	said that leaders are readers and we believe books provide us a great source of information
0:34.9	for filtering what is and isn't important for us as investors.
0:39.4	Investing is the last great liberal art and the best way to spend a lifetime of learning.
0:43.8	This podcast is for readers, thinkers, business-minded people, and investors who want to grow their
0:48.6	knowledge from great authors and their writing. Charlie Munger often talks about using multiple
0:53.1	mental models and analysis. Our aim for this podcast is to help listeners test Munger often talks about using multiple mental models and analysis.
0:55.2	Our aim for this podcast is to help listeners test mongers theory in business, markets, and
1:00.0	people. I'm glad everyone's joined us for this episode of the podcast. We're going to be going
1:04.9	off like a new show format for the podcast today. We're calling this an in the beginning episode.
1:12.3	We will use a book as our framework for learning about the history of a company. Instead of the author joining us, we will have
1:16.6	founder or an early leader join us to talk about that author's work and the company's history
1:21.3	in the beginning. In today's episode, we're going to talk about Karen Southwick's book,
1:26.6	High Noon, that was published in 1999.
1:29.1	High Noon does a wonderful job of telling the story of Sun Microsystems from its infancy to
1:33.4	growing pains to its conflicts with Microsoft.
1:36.3	I think this is an important story to think about, especially for millennials, because this
1:39.8	was a company that built the internet and the networks that we take for granted today.
1:43.7	Their core principles are everywhere in the building blocks of the systems we use. Joining me to discuss
	...

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