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Company: Sun Microsystems (JAVA)
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75%
agree
4 votes

edit Profits squeezed by market shift to low-end servers

Sun's servers face fierce competition from Oracle, IBM, HP, and Dell, on all segments of the market. Prices and profits are further squeezed by the industry shift from high-end to low-end servers. Oracle has already done the damage with Linux, we saw how that Unix-to-Linux transition put Sun on its knees, and on the defensive. Sun has only been able to get one leg up since then, albeit refraining from falling over completely. Now, with BEA, Oracle with its Linux and other open source strengths -- not to mention those business apps -- might seek to choke out the last light from Sun, and focus on IBM on the top end, and Microsoft on the lower end. As Larry Ellison said, there will be room for only a handful of mega-vendors -- and we cannot be assured yet that Sun will meaningfully be one of them (or perhaps instead the next Unisys (UIS).

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100%
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1 votes

edit Has weak market share

Compared to market leaders IBM and HP, Sun has a weak share of the market for major enterprise customers.

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50%
agree
2 votes

edit Unclear whether open source will increase revenue

Although open-sourcing Solaris has substantially increased its license base, it is unclear whether this move will increase revenue in the future.

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