Saturday, July 17, 2004

 

SUNW/Business Week

Boy oh boy. If you haven't read the Business Week article on Sun, make sure to check it out.



I haven't been that big of a fan of SUNW for a while, ever since they
basically tossed their $2 billion acquisition of Cobalt Networks down
the drain. They just never seemed to understand the disruptive
technology known as Linux and how it would rock their world.



From the article, it sounds like McNealy finally understands that there
has been a fundamental shift, but it sure didn't seem like he
understood that he needs a 50% layoff tomorrow and that it should
include both himself and his new COO, Jonathan Schwartz.

My guess - they are going the way of DEC and SGI.


Comments:
Me, I'm more optimistic about Sun than I've been in years - totally hot new products, totally disruptive pricing models, and competitors that don't own their own operating systems. Hm - think I've seen this movie before.

The BWeek guys are writing the same story everyone else has been writing for years.
 
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