Tuesday, March 09, 2004

Sun is Junk....?
Huh...? Sun stock has been downgraded to junk today? What the....? Over a year and a half ago, after spending much time on the phone interviewing one of Sun's high muckety-mucks in a big chair, I did a two-part piece for ZDNet's Tech Update (Wrath of Kahn, Parts 1 & 2, no longer online) outlining how Sun had no tangible plan because it was out of touch with its market. To quote myself out of context, the conclusion to part 2 read: "Yes, Sun did come out of the 90s looking good, looking great in fact. But the 90s were a century ago. Its leap-frog strategy is not working now and whether or not Sun can regain dominance at some point in the future will require more than its sudden appearance on the mountain, carrying the tablets of the law. In looking ahead, you can't afford to ignore what's happening right under your nose."

That was in June of 2002. What took them so long...?
# Permalink   Posted at 12:12 PM      Email this Link

---