Acrobat

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  • Sun Beats Estimates, But Outlook Dicey
    Sun is like a college campus: full of great ideas and poor execution when it comes to finished goods in exchange for revenue. Inevitably, some products will be and are successful keeping them afloat. On the conceptual and strategic levels, Sun has way too many empty suits who keep making pronouncements with no grounding in facts. This empty talk is counter productive, confusing and annoying to Sun's customers and its own sales force. It is also a cost ballast that can be jettisoned. The “iPod moment” dreamt of by McNealy will probably never come with so much loose talk and so little to show for it in terms of easy to sell mass market appeal. That is not the way Apple's wonder works in the marketplace today.
    Sun has a great engineering and great brand recognition. Open source is a good idea perhaps, but it won't work without leadership which Sun lacks. Open storage likewise is a good idea but it will bring low gross margins and too much emphasis on this market niche will erode sales of high end systems, which will further erode margins.
    I think that the best thing to happen for Sun is for it too shut up and put out some finished products. Then it can validate its approach to open components - software, systems, storage - to be used to built bullet proof complex IT infrastructures.
    Aug 07 11:59 am |Rating: 0 0 |Link to Comment |View article

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