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March 2006, Week 1

HP3000-L@RAVEN.UTC.EDU

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From:
Duane Percox <[log in to unmask]>
Reply To:
Duane Percox <[log in to unmask]>
Date:
Fri, 3 Mar 2006 11:39:03 -0800
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Charles of the Finley clan writes:

>I actually met Scott McNealy in Phoenix in 2000 and spoke 
>with him in person.  At that time he described HP as a great 
>printer company that was not commited to Unix.  He predicted 
>that there would only be perhaps two
>UNIX's long term, Solaris and AIX.   It has been a consistent 
>theme with him for years.  I think you can find a lot of quotes over
the 
>years that are similar in tone and meaning.  I think he 
>really believed that at the time and still does.

A lot has changed since 2000 :-)

If you track Sun you know that they have a new-ish president who comes
from the software side of the equation.

And that McNealy has been fervent in his unwillingness to make major
changes that industry analysts/pundits/major stockholders have been
suggesting. A $4 stock price is not gonna cut it much longer :-)

If Sun doesn't get some traction in their current efforts I would bet
that the board will exhaust it's patience with Scott and then it
really won't matter what he thinks anymore...

The only way to get shareholder value returned is to sell Sun off either
in whole or in part(s).

I am predicting some very interesting developments in this arena
before June 2007 (Sun Fiscal year is july-june).

duane

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