October 13, 2003

Sun Setting/Sun Rising

http://www.siliconvalley.com/mld/siliconvalley/6924663.htm

Once a leading light of the IT industry, Sun Microsystems is sliding towards apparent oblivion, accoring to investment analysts. At a time when some faint signs of a recovery in the IT industry can be discerned, Sun's sales continue to decline. The increasing power and ubiquity of the Intel chipset and the Linux operating system has negatively affected both the hardware and software side of Sun's business. Sun, of course, perfers to shine light on the brighter side, saying its installed base is firm.

Another perspective on the Sun situation is available here:

http://www.siliconvalley.com/mld/siliconvalley/business/columnists/gmsv/6925805.htm

A very much less gloomy outlook on Sun's prospects, invoking the way IBM turned itself around, and itemizing Sun's strengths as well as its real, albeit solveable problems, can be found here:

http://news.com.com/2009-7339_3-5087245.html

A late-breaking analyst upgrade of Sun Microsystems stock is described here:

http://www.siliconvalley.com/mld/siliconvalley/7664198.htm

Posted by jho at October 13, 2003 11:58 AM
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