> 
> Yeah, unfortunately it seems that with Sun's large
> operating expenses, headcount, and poor sales that
> continuing to operate will be rather tricky. To make
> matters worse, in this economy most businesses are
> dependent on credit for doing things like pay-roll as
> the income can vary each month. With the credit
> crunch, this is without a doubt the biggest threat to
> all companies right now after poor consumer spending.
> Either Sun will have to make more cuts, get an
> infusion of funds, or go private. I think that the
> lack of announcements from Sun about the rumors
> actually does more damage to the company. For all we
> know the IBM deal could have been complete FUD or
> that things were actually worse than we thought.
> Silence and more jingoism does not help. I really
> hope there will be some changes in management and
> leadership at Sun. These are tough times and someone
> needs to step up to the plate to restore confidence
> in the company. I think Sun can weather it if
> someone with good leadership can steer the ship back
> into good waters, make some hard choices, and get
>  people buying again. 

well, it needs to be someone who understands the 
business, and not just a talking head like MLP who
has been ineffectual, and not McNealy because he's
managed to PO'd practically the entire silicon valley
and computing/software industry with his quips. And
no one in the current management chain AFAICT has
been willing to try and change the broken process, 
which means they're basically out.   But someone 
who understands Sun's technological value propositions
and with enough business saavy to change the
current business to take advantage (if possible)
of those assets.

Change, real change, has to come from someone 
who isn't protecting "people", but the assets for
the investors.  Hard decisions have to be made.
And WallStreet is way too smart for the kind of
mediocre "media" attempts made by the current
folks in power, that this is now a pony of a 
different color.

Until that happens, or some other miracle occurs,
Sun will likely die a slow death, or be discected
as HP and Oracle wanted to do.  

Because of the failed buy out, Sun is seen as 
damaged goods.  Customers see it, other 
technologist see it, and the market has already 
proclaimed that Sun's debt rating will be reduced
if the merger doesn't go through.  At what point 
is enough, enough?

I'd be looking at Lou Gerstner or someone like
him.
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