James Governor's Monkchips

Stop Presses: Financial Analyst Says Sun did Good

Share via Twitter Share via Facebook Share via Linkedin Share via Reddit

For a fine example of man bites dog read this story in news.com

“Given the company is still in the midst of a transition and turnaround, I thought the numbers were good,” said Brent Bracelin, an analyst at Pacific Crest Securities. [italics mine]

That is news. While many industry analysts have become more positive on Sun over the last six to eight months, the financial analyst community has remained stoicly negative. Is a thaw on the way?

The GM deal has to help. 320k Java Enterprise System seats, and doubling down on Sun identity infrastructure. It’s also a Solaris 10 win. Anyone would think Sun has a coherent software strategy… good work folks.



No Comments

Leave a Reply

Your email address will not be published. Required fields are marked *