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


To: QwikSand who wrote (64668)8/27/2008 3:41:40 PM
From: alydar  Respond to of 64865
 
I think the fact that they stated on their last conference call that they will not turn a profit this quarter together with them losing market share to IBM, HPQ and DELL is pressuring the stock.

I will repeat that the ponytail jerk has led the company down a legacy path of open source being the savior for the company. Datacenter will be looking for integrated software solutions like Oracle, IBM, etc. If JAVA were to integrate their database, middleware and applications it would become more proprietary and they would lose their mantra of free and open.

I think the board is in a 1990's mode. I admit to being a little bitter because I held this stock for 10 years but sold everything I had two quarters ago.

They were the leading hardware company for the internet but now the best thing they can do is to merge with a stronger company such as HPQ or DELL. I really believe that I could have managed this company better than the ponytail blowhard and I have no IT experience. They went up the wrong stairway and there is not exit.

Alydar



To: QwikSand who wrote (64668)8/27/2008 5:39:39 PM
From: Mark O. Halverson  Read Replies (1) | Respond to of 64865
 
Re today's Reuters report below: The info on Sun server market share has been out there for a few days at least. Anyway, its all 2nd quarter stuff. It doesn't tell us what's happening right now. What might be new is last paragraph forecasting a slowdown in demand for servers. That could have dropped the stock price. Sun has made bullish statements of late re software and storage. I'm slightly hopeful it will all show up on the bottom line presently, but chances are that Sun will disappoint yet again.

Best, Mark

(Reuters) - U.S. computer group International Business Machines (IBM.N: Quote, Profile , Research) widened its market share lead over rival Hewlett-Packard Co (HPQ.N: Quote, Profile , Research) in worldwide server shipments in the second quarter, researcher IDC said on Wednesday.

IBM had a market share of 33.2 percent, up from 31.1 percent a year earlier, with Hewlett Packard coming in second with 27.4 percent, down from 28.3 percent. Dell (DELL.O: Quote, Profile , Research) and Sun Microsystems (JAVA.O: Quote, Profile , Research) followed with 12.5 percent and 11.2 percent of the market, respectively.

Overall global server shipments rose 11 percent in the second quarter, IDC said.

The market research firm forecast a slowdown in demand for servers in the second half of 2008, however...