close
Edit Metric
Company
Value
Source
Source URL
Notes
Cancel
 
close
Edit  |  History
Details
Company:
Value :
Source:
Source URL:
Notes:
 
Feedback  |  FAQ
Get involved

Add a New Bears Reason
Company: Sun Microsystems (JAVA)
Current price:
Headline: (100 character max)
Analysis:
Cancel
75%
agree
4 votes

edit Profits squeezed by market shift to low-end servers

Top Contributor: Dana Gardner | Created when JAVA was $16.38 | Edit | History

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).

(100 character max) Cancel
100%
agree
1 votes

edit Has weak market share

Top Contributor: Dan Pan | Created when JAVA was $20.40 | Edit | History

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

(100 character max) Cancel
50%
agree
2 votes

edit Unclear whether open source will increase revenue

Top Contributor: Dan Pan | Created when JAVA was $20.40 | Edit | History

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

(100 character max) Cancel
The Shelf
Contributions
Help make Wikinvest better! Learn how to get involved. And create an account to build your reputation.
Did you know…?
Bookmarks
Worried about pump and dump?
We review changes
for stock spam
» read more
Want to make Wikinvest better?
We need your help,
contribute today
» learn how
Do you write software?
We are recruiting
the best engineers
» view jobs
Like Wikinvest?
Spread the word —
Tell your friends!
» spread the word
Wikinvest © 2006, 2007, 2008. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki