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OK, what is the game plan? They acquired a company (NetDynamics) with proprietary technology, something that undermines their own Java strategy. So, is their game plan to make SUNW the only Java game in town, and put the various Java start-ups, and big companies like IBM and Netscape, out of the Java business? Doesn't this undermine what Java is supposed to be all about? Or, is their game plan to become more of a software company, something SUNW has failed at rather miserably (e.g. Solaris for Intel). (OK, Java has been a big success, but they give it away for free!) SUNW does not know how to sell application development tools. Strangely, in the press release, they said that NetDynamics' sales channels would help SUNW!!! (huh? Just how many sales people can a 150 person company have? 15 maybe?) Or, did they just pick up NetDynamics in a rash move, fearing that someone else would pick them up if they didn't? Or, is SUNW about to announce a bad quarter, and they hope this will soften the blow??? |
