Sun Microsystems Inc. (JAVA)

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  • commenter
    Optimistic
    Investor
    Jul 17 08:05 AM
    Sun's Rally Fades As Q4 EPS Misses [view article]
    Hey Eric have you ever had something nice to say about Sun Microsystems or are you a paid basher ? Sincerely Reply
  • commenter
    Stockaccumul
    ator
    Jul 16 11:55 PM
    Wall Street Breakfast: Must-Know News [view article]
    The metals stock to buy immediately as it goes into its exponential earnings announcement soon to come: SID (CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
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    Last: 40.12+0.48+1.21%

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    4:02pm 07/16/2008

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    SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
    "You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
    Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
    "[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."     Reply
  • commenter
    Optimistic
    Investor
    Jul 16 10:08 AM
    Sun's Forecast Sunnier Than Anticipated [view article]
    This is the company everyone loves to hate . Maybe its envy of their ubiquitous software , Java Solaris and now MYsql , or maybe it is their past battle with Microsoft and all those verbal jabs by co-founder Scott Mcnealy . With their open source strategy all the proprietary software vendors must be wishing that Sun would go away . Oracle has to hate the fact that they bought MYsql and I suspect that some tension between the companies has occurred . Ask yourself what technology Dell has contributed to the Industry besides their fast food like production line . As a matter of fact all the big guns are using Solaris and all except Hewlet Packard has signed a licensing agreement even though they too are offering it . Java is in everything except the Iphone which all though is rising is still a small fraction of the overall cell phone business . Sun's CEO has a vision that the developer comunity loves because it allows them to adopt and adapt to any and all environments , write once run everywhere . The challenge as I see it is their marketing which has frankly been dismal . Now that Grantham has left for HPQ that should get better , watchout HPQ . At current stock price a take over or hostile buyout is indeed a possibility but hopefully Sun can thwart any attempts to do that . Any suitors would most likely be the same companies that Sun's initiatives are targeting . A takeover would sell off its parts , shut down open source and pocket the near 4 billion in cash . This would be disastrous for the industry at large as proprietary code would once again rule the day by fragmenting the developer comunity . I applaud their layoffs and continued right sizing which if done several years ago would have stopped the precipitous stock price slide that we have seen . Positive cash flow every quarter but one is a better measure of their viability than current stock price . Obviously I am a believer in their future future success and Schwartz's vision going forward . Reply
  • commenter
    Nighthunter
    Jul 13 04:29 PM
    Sun Micro: Layoffs, and a 13-Year Low [view article]
    IBM won't be allowed to purchase Sun. Either won't be HP. Dell or Fujitsu might be allowed. If someone is going to acquire Sun it won't be with good intentions.

    Sun is a company in good financial standing. This situation is challenging for Sun but it might be not as bad as it look like. It's the Analysts who are pushing down the stock with there wild speculations (like with the oil price) without any rhyme or reason. Most people forget that Sun has a great range of low-end servers which are leaves the Dell, HP and IBM competition in dust. The problem is that Sun's marketing and sales is not really pushing these low-end servers and low-end storage enough.
    L like Sun strategy to go open source, however it's wrong giving the software away for "free". However since Sun is giving the software for free Sun's service contract sales did noticeably go up. The basic idea was hoping that customers not just getting the software for free but also buying the support contracts (what customers do) but also are buying the Sun Hardware (what newer software customers don't seem to do)

    But I'm still very optimistic that with the recent changes in their management (Peter Ryan as replacement for Don Grandham) the company will be back to profit probably by Q2 in FY09.

     Reply
  • commenter
    Ames
    Tiedeman
    Jul 12 10:54 PM
    My Website
    Sun Micro: Layoffs, and a 13-Year Low [view article]
    This company should be sold to IBM. Reply
  • commenter
    andyn
    Jul 12 11:49 AM
    Sun Micro: Layoffs, and a 13-Year Low [view article]
    Do you think they should do a deal with someone? I mean their main competitors - HP and IBM - have BIG services arms bringing in the revenue. Sun should have something like that too.
    OR they could partner with Dell - which is at the lower end of the server market with not much research - and become a big hardware player. Though I doubt that since Schwartz was more interested in software. But they missed the boat on making Java pre-eminent.     Reply
  • commenter
    Wefwef
    Jul 11 05:02 PM
    Sun Micro: Layoffs, and a 13-Year Low [view article]
    If you really want to blame someone blame AMD. Intel wouldn't have introduced the 64bit extensions and 8 extra registers into the x86 line of cpus, which have helped to bridge the architectural performance gap between x86 and Sparc. Niagaras still reign supreme but Intel's new Nehalem lineup scales up to 8 cores giving lots of trouble to Sun, even though Sun's upcoming Rock should really rock. But when Rock comes out Intel will have Nehalem out in force.

    Sun boxes were never affordable, now one can buy a cheap commodity motherboard and config it as a nice server running just about anything, 64bit Linux, OpenSolaris, Solaris itself, or a combination of these with VMWare.

    Sun is still great for big servers but they're not alone in that segment either. And their lower end market share is eroded steadily through the familiarity factor, as homegrown techies are more familiar with their own x86 boxes than Sun's datacenter iron.

    The irony is that Sun blew this all by themselves by putting a ridiculous price tag on x86 Solaris in early 90's (and pricing their boxes in similar fashion). This gave Linux a free reign. Yeah, what really killed Sun were Linux and AMD.
    Reply
  • commenter
    glacier32
    Jul 11 04:19 PM
    Sun Micro: Layoffs, and a 13-Year Low [view article]
    Sounds like you are glued to JAVA with one blog each day. Reply
  • commenter
    rhodope
    Jul 10 07:42 PM
    Sun Nears 13-Year Low [view article]
    Cmon Jonathan Schwartz, time to pull the Rabbit out of the hat. I keep hoping that the Video over IP revolution will use Suns big Iron, but we shall see... Reply
  • commenter
    mkreisel
    Jul 09 06:28 PM
    Sun Micro: Could CEO Be On His Way Out? [view article]
    I once attended a talk by Jonathan Schwartz. This guy made so many factual errors that it was even funny.

    I never touched the Sun stock again.     Reply
  • commenter
    BeachRider
    Jul 02 04:46 PM
    Sun Micro Lowest Since Tech Crash [view article]
    My last comment in this vein: JAVA closed today at $10.66. It has dropped 41% YTD. That August 1 report had better be good. The VERY large cash-on-hand plus the diminishing Market capitalization could make JAVA a very tempting acquisition. Reply
  • commenter
    ExMenloMan
    Jul 02 12:33 AM
    Sun Micro Lowest Since Tech Crash [view article]
    Message to Sun BoD: How much more evidence do you need?

    In case you hadn't noticed, JAVA is down to $10.74/share. For the math-challenged, that's the same as $2.69 for the old SUNW shares. The last time it was that low is in October 2002! No ogther competitor to Sun has had that kind of miserable performance. NOt one!

    Sun's revenue is stuck in neutral. There is no operative plan for growth. There is a plan for shrink. If all the numbers were revealed, it's probably only due to billions of dollars of debatable acquisitions that the revenues are even flat. And most of those acquisitions have been seriously mismanaged by Mr. Schwartz staff.

    Key executives and bright employees are fleeing now and have been for years. When employees post their answer to what's the best reason for working at Sun, the #1 answer is "becuase I can work from home". The #2 answer is "good work/life balance". Wake up BoD. That means "I can stay home. I don't have to work hard. And nobody knows and nobody cares". Acquaintances who work at Sun confirm this.

    CEO Schwartz is reducing Sun to the laughingstock of the industry. Sun management was recently cited as the #1 worst in American companies.

    His strategy (if you can call it a strategy) of giving away Sun product for free is working: Sun stock will soon be free too. You need a new senior management team. You don't have one right now and haven't for years. As another poster said, you have a bunch of Schwartz-chosen yesmen pretending to run a big broken company. The opposing views to CEO Schwartz have been silenced or driven out of the company. Many are working for the competition and very glad to be out of Sun.

    After more than four years of futility under first COO Schwartz and then CEO Schwartz, it is time for the BoD to bring in some professionals.

    DO YOUR JOB!     Reply
  • commenter
    bluesdude
    Jun 27 03:04 PM
    Sun Micro Lowest Since Tech Crash [view article]
    The basic problem with Sun is that they have a flawed product strategy and business model - and an irrational emotional attachment to SPARC and open source s/w. This has resulted in huge investments in products that have no identifiable revenue stream attached to them. Any BOD and exec staff worth its salt should know what all the product line P&L's look like and have the intestinal fortitude to jettison the losers. Sun is simply incapable of doing this. It's a shame and an embarrassment. I want to see them succeed, but don't believe they will. Looks a lot like SGI. Reply
  • commenter
    BeachRider
    Jun 26 04:13 PM
    Sun Micro Lowest Since Tech Crash [view article]
    JAVA has the resources (a VERY high percentage of its market-cap) to drive the company. They just aren't convincing the squeamish markets that they will drive the value of the company upwards. JAVA is now down 39% since December 31. I wonder what they are waiting for. Reply
  • commenter
    the
    Barber-ina
    Jun 24 05:44 PM
    Sun Micro Lowest Since Tech Crash [view article]
    Employee morale is not up, it is WAY down, back to or even worse than 2002 levels. Get a business person in here that can put a plan together to make money, get a creative marketing leadership team in and fire most of the top execs including the Pony - the house has got to be cleaned in order for this company to have a chance. Reply
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