Goldman Sachs talks about Sun in this Electronic News piece -- IT
Spenders Satisfied at Low Levels:
Ok, so it's a bit mixed with some qualifiers, but I bold/underlined the really positive stuff. To me those bits represent pure opportunity for us. We execute and we're back.
Technorati Tags: OpenSolaris | Solaris
Although
the upcoming introduction of a new line-up
of AMD-based servers and the general availability of Solaris 10 have
clearly increased the interest in Sun’s products and enabled the
company to re-engage some of its customers that had begun to
move toward Linux, it is too early to see an impact on our survey
results, and Sun remains a share loser, Goldman Sachs reported.
...
Finally, Goldman Sachs found that Sun still faces an uphill battle even though it is back on the radar screen at many customers.
Almost 80 percent of respondents suggest that Sun would continue struggling to move back to the forefront of customer buying decisions.
With several new product cycles working in its favor and our conversations with customers indicating renewed interest in Sun, the firm expects the number of positive responses to increase throughout the year, with consistent execution the biggest remaining hurdle for Sun, Goldman Sachs concluded.
...
Finally, Goldman Sachs found that Sun still faces an uphill battle even though it is back on the radar screen at many customers.
Almost 80 percent of respondents suggest that Sun would continue struggling to move back to the forefront of customer buying decisions.
With several new product cycles working in its favor and our conversations with customers indicating renewed interest in Sun, the firm expects the number of positive responses to increase throughout the year, with consistent execution the biggest remaining hurdle for Sun, Goldman Sachs concluded.
Ok, so it's a bit mixed with some qualifiers, but I bold/underlined the really positive stuff. To me those bits represent pure opportunity for us. We execute and we're back.
Technorati Tags: OpenSolaris | Solaris
