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Friday Apr 10, 2009
Cool companies, cool customers

As a Sun employee, I can't help but notice all sorts of colorful stories on the tech news, "people familiar with the matter" type of stories, ciculating in the last couple of weeks. What's more interesting is how millions of dollars worth of shares could change hands based upon "unconfirmed" news.

Sure, powerful analysts have said so. Sure, where could it go when a company's share has been down to the earth? Anyone can recite a good history of such things.

But there always are exceptions, right? If you were reporters/analysts several years ago, you sure didn't miss the party who pre-announced Apple's death, many many times. Apple, from what I read, had been declared dead more than 50 times.

Only a few years before the introduction of iPod, even a board member of Apple was heard saying the company was going bankrupt. Surely, as cool as Mac, it only had 5% of the PC market. It seemed only the cool artists were buying it. Apple has had no short of cool ideas and technologies, but had little success in the market dominated by Windows. What's wrong? Can't cool stuff have a right place? Does cool mean niche?

Apple's huge success proved that a cool product can actually dominate a market. The key though, is to find the cool customers, which Apple did, thanks to the cool youths!

Sun has had no short of cool ideas and technologies. Sun happened to have been a cool company and had cool customers too. So how do you know it won't be hot again?

Well, as a Sun engineer, I'm obviously biased. Go ahead continue your forecast of cloudy days over Sun, be prepared to get a sunglass though, who knows, after 50 forecasts, you might need it :)

Posted at 03:07PM Apr 10, 2009 by joehw in OfLittleImpact  |  Comments[0]