Eckhard Pfeiffer, CEO of Compaq, plus the CFO, both resigned today.
Bullish for SUNW?
I'll say. It goes to prove what McNealy's saying all along: you can't make money being a distributor/slave/lackey to Wintel adding no value of your own except a cute curvy case and some preloaded shovel shitware. Compaq thrashed around, wasting billions on acquisitions they'll never swallow and abortive industry initiatives (well, not all abortive). But the bottom line is Compaq was born a screwdriver shop on the day that Rod Canion drew the first Compaq IBM-clone luggable computer on the back of that napkin in 1982, and they will die a screwdriver shop after shutting down or selling off the carcass of DEC to "focus on core competencies" or something like that.
Meanwhile, SUNW reports a 24% revenue pop with more like that to come, having steadfastly been the only computer company to innovate and stick with and, most importantly, exclusively focus on, their own solutions. IBM is still too scattered with 16 operating systems and too many product lines, but they'll converge to Java and...Solaris maybe? Or maybe Solaris and Linux. HWP is an ink and toner company.
Sound like I'm gloating? Nah. Not till the same thing happens to Dell.
Who cares what happened to share prices last week. Is there anybody who can doubt what this means in the long run?
Comments welcome.
Regards,
--QwikSand |
