Jonathan Schwartz scrambles aboard the Obama train Sun showed it can still get ahead of the crowd last night, as it became the first tech company to try and grab some reflected glory from Barack Obama's victory in the US election. The polls had barely closed in California, before Sun CEO Jonathan Schwartz' blogged this comment on Obama's win. "On behalf of Sun Microsystems, I …
Scott's Top 10 list
1) Sun's highend is in a free fall because customers are moving to Power rather than migrating to Fujtisu technology.
2) Sun just announced end of life (January) for USIV+, and the (Fujitsu) M class is not very profitable compared to their own highend
3) Sun only wrote down the good will of hardware acquisitions, when will they write down the MySQL $1B acquisition?
4) Suns MySQL revenue/growth is hidden with all the other middleware and the MySQL added.
5) JS may not hear customers say they are moving to Power, but that is because he is not talking to customers who are throwing them out for Power systems
6) How can JS talk about additional acquisitions several times when they are writing off billions from prior acquisitions as failures?
7) Sun's revenue is in free fall because the MySQL acquisition and Sun's sales strategy is to replace all Oracle installations with MySQL and they are at war in the sales force. What they miss is most Oracle customers have enterprise license agreements and MySQL customers on Power are very happy to run their business on Power.
8) Sun does not have a leader who inspires the team. Nicknames are a symptom of a disgruntled workforce
9) Page 6 is an indication that Sun is being more transparent so someone will buy them for the value of the parts.
10) The clock is ticking and there is no guidance for anything better.
http://www-03.ibm.com/systems/power/
hey, you there! that's a lot of Power you're packing. one might say you were quite Powerful in your literary style. with Power.
did i manage to get the word Power (the pro-noun, of course!) in my comment as many times as you did? you do realise that when people (ie you and those like you) write these things slating one company and NOT giving more than one alternative, you just come across as a marketing bot?
do you like IBM by any chance? :-)
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