"has not done in a very long time"?
"[Y]ou'll be relieved to know that Oracle at least said it will invest in Sparc and x64 servers, storage, operating systems, and other technologies. That's something that Sun itself has not done in a very long time."
Huh? Sun invested billions in Millennium, Rock and other projects. Just because those projects were ill-advised--and then on top of that suffered due to spectacularly poor execution--doesn't mean the money wasn't invested.
Even after this lost decade, Sun still has some of the best engineering talent in the business. Maybe the Oracle boys will finally do what the old regime couldn't or wouldn't: finally put a stop to the infighting, the self-delusional project management, and the perpetual research project atmosphere.
I'm glad to see Fowler at the helm. But he's still got a long row to hoe.