Sun Microsystems

Could the value destruction machine at Sun be stopped?

April 9, 2009

We don’t know what’s going on at Sun but somehow feel that there is a ball still in their court.  At first we noted that some of the software assets (Java, MySQL) are very strategic and in some ways the current value of the company ($3.6B TEV at $6.60/share) might be worth these assets.  Of [...]

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Open Source Open Season

April 7, 2009

The big IBM-Sun news has come and gone; so far without an outcome.  It’s going to be ugly for Sun.  A situation like this is absolutely fatal to an organization.  The wheels of employee defection and revised customer spending plans are set in motion and there is little that can be done to stop them.  [...]

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Sun-MySQL: The winner is Oracle with Microsoft second

January 18, 2008

Sun (JAVA)-MySQL. Oracle (ORCL)-BEA (BEAS). As I said (see in the Oracle-BEA post put up on this site on January 17), there is one major interconnecting theme in the two major software-supplier acquisitions this week: For users and investors the independent middleware market as we know it is going away. In Oracle acquiring BEA, the [...]

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Sun after September 5: “Oh, did we forget to mention Microsoft?”

September 13, 2007

On September 5 Sun (now JAVA on the ticker) met with NYC financial analysts covering a wide range of issues. The meeting had a heavy emphasis on partnering and channels as the two key tactics that will revive growth for Sun’s systems, storage and networking businesses. There were formal presentations by Sun executives and questions [...]

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SUNW Presentation at MS/NSDQ London Investor Conference

December 5, 2006

Mike Lehman, CFO, presented for Sun Microsystems and was ready to talk about the “new Sun” and the Network is the Computer, the connected society… Oh boy… There was a complete review of the company plans in April with the new management team and they feel they now have a clear and desirable strategy. Four [...]

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Sun has the “dot” wrong again…

September 13, 2006

Jonathan Schwartz rang the bell to open NASDAQ today and is holding their customer day in NYC today. After six years of losing money post the “putting the dot in .com” era Sun is talking about how well all parts of the business are doing and that “all signs are pointing to the right.” Despite [...]

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