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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?


To: John Carragher who wrote (62035)9/27/2004 11:21:26 AM
From: JDN  Read Replies (2) | Respond to of 64865
 
Folks, I just downloaded the new MSFT MAJOR UPDATE for XP. First off, while they call it EXPRESS download it takes about 20 MINUTES and I have a fast cable hookup. Second, after rebooting I had a blank screen, couldnt even turn off the computer the proper way, had to turn it off at the box and the second reboot it came up. Finally, seems more sluggish to me then the old system. I know, I was SUPPOSED to wait till this system was tested by others BUT I forgot. Hope nothing is screwed up. jdn



To: John Carragher who wrote (62035)9/29/2004 8:26:50 AM
From: Stormweaver  Read Replies (1) | Respond to of 64865
 
Hi John. In the long-term SUNW has potential but they are lacking any form of direction and IMHO the software and professional services are completely lost.

SUNW needs to get back to a PE of about 20 to make it attractive to investors. To do that...in a nutshell lean and mean:

- reduce emp count to 22-25k (like 1997 days)
- improve core product offering for 4-way+ market (processor speeds, OS offerings, clustering/reliability - aim for mainframe like reliability)
- reduce product count for 1-2 way market (focus on rack-mount, thin all-in-one type server packages)
- consulting practice for Java needs a boost

I'm one of the few people that think they should stay with SPARC. It's what differentiates SUNW from the field and I/O throughput is phenomenal vs x86 hardware.

Also I see a small ray of Sunshine (no pun intended) in that the current J2EE servers are just overkill for many projects. A small lighter weight type J2EE container is what the market is screaming for now. So a software strategy may be to create a lighter weight SUNW J2EE type container ... hell a framework on-top of J2EE that is J2EE container portable.

Well that's all i could think of off the top of my head ;)