April 29, 2004

Sun Extinguisher

http://abcnews.go.com/sections/Business/SiliconInsider/SiliconInsider-1.html

The travails of Sun Microsystems, as mentioned in this blog, are, according to this analyst, typical of big firms which tried to turn themselves around and failed. His extensive analysis of why Sun is doomed is certainly worth considering, especially when analysed in terms of 'survivors' like IBM and Texas Instruments -- which had attributes and timing that Sun lacks.

Perhaps the most provocative statement in the article is the notion that it would be more beneficial for all if Sun accepted the inevitable now, wound itself up, and distributed its considerable assets. Whether true or not, I suspect those same assets will in fact fuel Sun's CEO's natural pugnacity to keep on fighting to an end which this article clearly indicates, can be indeed bitter.

Posted by jho at April 29, 2004 04:39 PM
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