If you take the revenue today including the servers revenue and look for growth, I think it will be hard since they're too heavy to move forward. About Sun, the keyword in your opinion is nascent. Let's wait to see how that will pan out, but to say that once NCR becomes software/services and Sun able to put the bullet to its head is a little too farfetched for me. There's something called institutional experience and it will be a big burden for Sun to develop it. Sun is growing like crazy and that poses a risk of spinning out of control. Are you working for Sun? I'm. If Sun's able to kill NCR then, it will also be able to kill Oracle, Informix, Sybase, etc...just line them up and shoot them one by one. These are my wishes for NCR:
- getting out of unprofitable businesses, which will reduce revenue and costs
- grow and dominate profitable businesses, which will rebuild revenue and brings better margins
Of course, I have issues with NCR, but those are private between me and my contacts there. I don't expect my NCR holding to appreciate a whole lot in another 2 years, but my hope is that when it begins to show its new stripes, my stake in it will be at least 3-4 folds bigger.
-Al |
