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Technology Stocks : All About Sun Microsystems
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To: Charles Tutt who wrote (63081)6/5/2005 9:22:37 PM
From: QwikSand  Read Replies (1) of 64865
 
You don't?

I think the coincidence of two major strategic moves by two temperamentally similar Silicon Valley bigshots will make for a fascinating case study in a couple of years.

McNealy, after five years of presiding over the increasingly stinky decomposition of a former SV fireball, after loudly protesting that he's protecting his R&D budget in the midst of dwindling revenues and major layoffs but nonetheless producing approximately nothing in the way of interesting new products, spends a huge wad of the shareholders' cash on an acquisition that's about as exciting as last month's sports section, and which nobody can understand except maybe a few zero-credibility cat's-paw analysts.

Jobs, after years of varied and innovative home-run products each of which became the prestige product in its category (to Apple's great profit), turns on a dime, committing his PC line to Intel CPU's and abandoning his long-standing relationship with IBM. That's a high-risk, gutsy move if there ever was one; a move with the potential to either drastically increase his anemic PC market share, or sink his PC business altogether with disastrous side effects.

We don't know how either move is going to turn out. My money, in the literal sense, is on Jobs.

--QS

Edit: Of course, maybe I'm being too hard on Sun. There was always the WalMart adventure.
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