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

To: MacRules who wrote (63973)	10/14/2006 4:07:01 AM
From: Arthur Tang	Respond to of 64865

We own Sunw despite hardware contact resistance problem and lack of management skills on 5% profit margin. Unix market share is projected to be $15.9 billion in 2009. So, if McNealy gets more services, and Swartz gets more profit, This could be a hundred dollar stock. When, depends on how much willingness to put in two systems in their business plan? The company is run on segmented technology where ever markets are split. Sunw has to have more focus on profit margin and less on wishful thinking of their destiny. Markets are always fairly small to spend much time on them until contracts come. Sunw can not continue to run like a small company without market projection to achieve some focus. Profits were wasted on wishful thinking(Linux distro). Venture capitalists would put in an experienced manager who had handled big money by now.

To: MacRules who wrote (63973)	10/14/2006 11:13:44 AM
From: alydar	Read Replies (1) \| Respond to of 64865

I have heard and read about the rumors that ORCL is going to release a Linux operating system. My guess is that the word is out and it will be released at Oracle World which take place in the next couple of weeks. I took a look at the keynote speakers there and SUNW (Schwartz), HPQ, DELL, AMD,CSCO and a couple of other heavy weights are speaking. ORCL is leading us into the digital age and the hardware vendors are lining up like they did for MSFT. That being said, Schwartz is speaking and I believe that Solaris and Oracle Linus will work together smoothly. This is just an assumption but why else would Schwartz be there. I think that Oracle Linux will run the Oracle applications and other parts of their stack. But when it comes to powering up the network I think Solaris will reign supreme. I would love to see Oracle offer Solaris for free and support it and get maintanance fees off of it. In a couple of weeks we will know. Alydar