Sun Microsystems
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A Little Sunshine
I’ve been meaning to post on Sun’s latest earnings, but have been delinquent. It is harder to poke fun in light of their thousands of pending job cuts, but my post speaks to the root cause of Sun’s predicament: software. I have often questioned Sun’s software strategy (here and here), going back to the fixation…
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Negative Intrinsic Value?
Ouch. This is not a stable situation. JAVA: 4.62 -0.15 (-3.14%) – Sun Microsystems, Inc. Behold: Sun, if it still has $3.5B cash, is now a negative-net-worth company (at $4.62/share, mkt cap = $3.43B). Low price for today so far was $4.51. Peter O’Kelly’s Reality Check
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MySQL or My Bad?
I was wondering a few months ago how Sun’s MySQL acquisition would impact their relationship with Oracle: How has the MySQL acquisition by Sun impacted the relationship with Sun’s biggest historical partner, Oracle? I may be misjudging Oracle’s leadership, history and culture, but my guess is they view databases as their birthright and treat any…