2010/4/5 Мартин Бохниг   (Martin Bochnig) <[email protected]>:
> James: For 3 pretty ROI-worthless aquisitions alone (Cobalt, STK and
> MySQL) Sun's top-management spent 10 Billion USD (ten thousand
> millions!!!).
> Every time the behaved like kids: At hopelessly overheated markets -
> instead of selling something - they bought! Obviously the paid way
> overpriced amounts for much too little counter-valueadd.
>
>
> If you closely watched the NYSE charts over the years you should know,
> that these 10 Billions are more $$$, than Sun ever managed to generate
> as a profit in all these years summed up.
>
> To me that appears to be more related to Sun's liquidity problems.
> And those were indeed severe management faults at the HIGHEST levels.



During a recession, a company should cheaply acquire what it can get.
During overheated times, one should sell a few sub-enterprises for lots of cash.


Sun did the exact opposite: In both overheated times (2000 and
2005till2007) and in both recessions (after 911 and now).

Effectively they spent their gold reserves for worthless ROI.
Which brought them into a shortage of cash which could no longer
simply be compensated through mass-layoffs. At the end they were
forced to give themselves away for a few pennies!


p.s. Another aspect of their strategic mistakes was, that they focused
too much on a single market, while neglecting the rest. When that
single market suddenly collapsed (US market, and there only the TOP
500 enterprises and banks), they had a problem.


Also, they produced wonderful Ad´s but did not distribute them
sufficiently. And they didnt use enough distribution channels for
their  hardware. When I wanted to spen unbelievable EUR 1900,- for a
pretty minimalistic Sun Blade 150 with 128MB memory (!) in 2003, it
took them 2 or 3 weeks until I had it. And I could only order it via
FAX. Compare this to how Dell does it!




%mab
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