SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dinesh who wrote (63813)4/25/2006 2:33:58 AM
From: QwikSand  Read Replies (2) of 64865
 
Personally I won't believe this is significant until McNealy either leaves the company entirely or Schwartz/Lehman make a convincing strategic course correction. The org-chart change could simply mean that McNealy attends fewer of one kind of meeting and more of another but keeps executive power where it counts. It goes back to Shoemaker's remark: Schwartz isn't a forceful operations vet who'll go his own way no matter what, he's a talker.

Puppet masters, deck chairs on the Titanic and so forth.

Time will tell, I guess. As the press release says, Sun has "its best days ahead of it", with the clear implication that McNealy was leaving at a point where no major change in strategy is required.

If the stock goes up tomorrow, I'm guessing it doesn't stay up for long.

--QS

Edit: obviously shutting down some major marginal operations and buying back some shares would be a good sign.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News