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Technology Stocks : All About Sun Microsystems

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To: John Carragher who wrote (62035)	9/29/2004 8:26:50 AM
From: Stormweaver	Read Replies (1) of 64865

Hi John. In the long-term SUNW has potential but they are lacking any form of direction and IMHO the software and professional services are completely lost. SUNW needs to get back to a PE of about 20 to make it attractive to investors. To do that...in a nutshell lean and mean: - reduce emp count to 22-25k (like 1997 days) - improve core product offering for 4-way+ market (processor speeds, OS offerings, clustering/reliability - aim for mainframe like reliability) - reduce product count for 1-2 way market (focus on rack-mount, thin all-in-one type server packages) - consulting practice for Java needs a boost I'm one of the few people that think they should stay with SPARC. It's what differentiates SUNW from the field and I/O throughput is phenomenal vs x86 hardware. Also I see a small ray of Sunshine (no pun intended) in that the current J2EE servers are just overkill for many projects. A small lighter weight type J2EE container is what the market is screaming for now. So a software strategy may be to create a lighter weight SUNW J2EE type container ... hell a framework on-top of J2EE that is J2EE container portable. Well that's all i could think of off the top of my head ;)

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