Dominique Merle's Weblog LYON

In 2008, will the Sun rise again?

In one year from now, my bets are here :

•  Economic bet:
  
• SUN Revenue will grow thanks to new emerging market as CIS and EMMA.
• No comment on SUNW I had prepared a comment, but i won't make it public. I do not want to have an influence on the stock :=)
  

• Technology bet:
  
• Based on my own contacts with SUN 's partner ecosystem, SUN will shine with Indiana: that means that Solaris will appear progressively as the defacto linux.
• LDOM, xVM will be key elements in the virtualization landscape. Gap with VmWare will diminish as Sun xVM matures.

• Ecology bet :
  
• As an individual, i plan to be this year an electricity producer reselling my own electricity (solar) production to the state producer of electricity. This is a natural direction where everybody participates to the network, even in the resources production. This has two sides effects : first, everybody, including corporations, tend to reduce their electricity consumption and second this lead to the optimization of resources. And of course this apply to computing resources. We will see the trend of RFP (Request For Proposals) where reduced machines electricity consumption is a requirement increasing.
  
• SUN will ramp up as an innovator in that ecology space synergizing its virtualization technology.

• The win of open over proprietary : Today, Apple and Microsoft are vibrant economic success stories. Both stories are built on proprietary technologies. SUN will continue to be different and act as a disruptive actor proposing open products supported by a community of people who share code.
  
• The value of SUN brand : new partners are coming to SUN and the reason why they are coming back to SUN is that they want the SUN logo.