Comments on: On RedMonk @ CommunityOne and Why Sun is OK http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/ An industry analyst blog looking at software ecosystems and convergence Wed, 23 Jul 2008 23:12:31 +0000 http://wordpress.org/?v=2.6 By: links for 2008-05-03 « Wizard of IdM’s Weblog http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362526 links for 2008-05-03 « Wizard of IdM’s Weblog Sat, 03 May 2008 03:46:34 +0000 http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362526 [...] James Governor’s Monkchips » On RedMonk @ CommunityOne and Why Sun is OK (tags: Sun Redmonk) [...] [...] James Governor’s Monkchips » On RedMonk @ CommunityOne and Why Sun is OK (tags: Sun Redmonk) [...]

]]> By: Niraj J http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362310 Niraj J Fri, 02 May 2008 21:03:35 +0000 http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362310 Correction :"at the cost of revenue takes time to realize" takes time to realize in terms of a viable economic mode Correction :”at the cost of revenue takes time to realize”

takes time to realize in terms of a viable economic mode

]]> By: Niraj J http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362304 Niraj J Fri, 02 May 2008 20:53:34 +0000 http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362304 I think the challenge is that Sun is taking time to be relevant again with Enterprise Buyers who actually spend money. The getting volume's approach at the cost of revenue takes time to realize and I think is best suited for low cost basis shops(like startups and frugal outfits like craigslist) OR exceptionally high margins/revenue shops(like Google). Sun is in the middle with no cash cow to invest in a different product line . My guess is that if it cannot perform in one more quarter IBM or HP or Oracle will buy sun. Nevertheless - I bought a couple of hundred of JAVA stock today. at 10billion in market cap with about 2 billion cash it is a steal. I think the challenge is that Sun is taking time to be relevant again with Enterprise Buyers who actually spend money.

The getting volume’s approach at the cost of revenue takes time to realize and I think is best suited for low cost basis shops(like startups and frugal outfits like craigslist) OR exceptionally high margins/revenue shops(like Google).

Sun is in the middle with no cash cow to invest in a different product line . My guess is that if it cannot perform in one more quarter IBM or HP or Oracle will buy sun.

Nevertheless - I bought a couple of hundred of JAVA stock today. at 10billion in market cap with about 2 billion cash it is a steal.

]]> By: Pat Patterson http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362121 Pat Patterson Fri, 02 May 2008 16:05:16 +0000 http://www.redmonk.com/jgovernor/2008/05/02/on-redmonk-communityone-and-why-sun-is-ok/#comment-362121 Well said, James! The Sun is rising. This is a buy opportunity :-) Well said, James! The Sun is rising. This is a buy opportunity :-)

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