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I've been over there a coupla weeks pricking at some of the most obvious balloons, but it didn't take long for them to tell me pretty directly that they didn't want my input. In fairness to them, I didn't add much of affirmative substance (of course, neither did anybody else, IMHO), choosing instead just to call attention to obvious problems in their "analysis." But what can you say? The analysis is simple. The world is rapidly moving towards a network-centric model of computing, in which Microsoft does not "get it" but Sun does (that's a little oversimplified -- actually, the network-centric model of computing is anathema to their entire business model, which relies on having heavyweight -- and hence pricey, software laden, inward focused PC's everywhere). Furthermore, as a result of the DOJ action Microsoft will probably not be able to maintain the monopoly pricing and margins on which their stock has relied. Sun, on the other hand, as a result of the installation of new technology, may be able to steadily increase margins at the same time sales increase. |
