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Technology Stocks : SUNW and JAVA

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From: E_K_S9/14/2007 1:30:48 PM
   of 14
 
What Sun should do next
theinquirer.net

From the article"...So here’s a couple of suggestions for what Sun should be doing together to make life a bit more interesting.

One, Windows for Sparc. Scott McNealy used to take shots at Microsoft for not porting Windows to Sun’s architecture but those were the days when Sun was obsessed with annoying Microsoft. Now that the cold war between the two is over it might be worth reviving the idea. Windows on Alpha wasn’t a complete failure and Sparc offers a lot more volume than Digital ever did. The latest SunFire boxes are screamers and sip power. Microsoft needs to show it’s taking security, stability and the environment seriously so the timing would be good.

Two, a merger. Sun is still an amazing company with tremendous R&D but compared to IBM and HP it looks increasingly weedy. That can't help it when it's seeking big deals with big companies. It’s already tight with Fujitsu so why not go the whole hog and combine with it. Then if Fujitsu and Siemens also formalied their long relationship and tied the knot you would have a huge new global player in hardware, software and services with massive presence in Japan, Europe and the US...."
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