All those interested in how Sun is doing, I suggest you listen to the Sun Analyst Summit at: sun.com
Charles,
I reacted in a similar manner to the way Scott replied to Laura Conigliaro. In my case part of my reaction was from disappointment. I was so sure Sunw was finally going to validate my longstanding conviction that it was on the right path and would now demonstrate it, that the disappointment led to disgust that yet another quarter had not demonstrated it. My response, however, was more emotional than analytical. On second thinking about Scott's comment I realized he simply did not want to be in the position of forecasting performance. He has been under intense scrutiny and criticism because of Sun's stagnant stock performance. The Yahoo Sunw thread, when not discussing the "world disorder", spends huge amounts of time bashing Scott and would sooner "impeach" him than Bush.
It seemed like it was time for a Sunw turnaround and in some respects it didn't seem to happen. I use the word "seem" on purpose. I've been amazed at what a steadfast supporter of Sunw you have been, so I was taken aback by your response. It would be a shame if you left just at the cusp.
If you are not completely burned, I urge you to go and listen to the 2 day Sun Analyst Summit that is available at the Sunw investor site. Scott presented the perspective about Sunw that I am sure you have heard before, but I was especially impressed by Jonathan Schwartz' discussion about open source, solaris 10, java, and where it is taking Sunw. Marc Andreessen (co-founder of Netscape), who is now deploying his latest business (Ning) on Sun servers with Solaris 10 speaks to Jonathan about how and why he went with Sunw when his original deployment had called for linux white boxes on AMD or Intel. He gives a rave review about SUNW and provides data to show not only how much money he was saving going with Sunw, but how better positioned technologically NING is because of SUNW's scalability and the robustness of the software.
Steve McGowen,(Sun's CFO) is also noteworthy in analyzing how to evaluate Sun's financial performance. Sun is doing a lot better than you may think from what 'seemed' a disappointing quarter. QuikSand and JDN picked up on some of the points he makes, but there are more. McGowan's analysis shows what may really be in the first true signs of financial recovery for SUNW.
The link for the Sun Analyst Summit again is: sun.com |
