Scott's Top 10 list

1) Sun's highend is in a free fall because customers are moving to Power rather than migrating to Fujtisu technology.

2) Sun just announced end of life (January) for USIV+, and the (Fujitsu) M class is not very profitable compared to their own highend

3) Sun only wrote down the good will of hardware acquisitions, when will they write down the MySQL $1B acquisition?

4) Suns MySQL revenue/growth is hidden with all the other middleware and the MySQL added.

5) JS may not hear customers say they are moving to Power, but that is because he is not talking to customers who are throwing them out for Power systems

6) How can JS talk about additional acquisitions several times when they are writing off billions from prior acquisitions as failures?

7) Sun's revenue is in free fall because the MySQL acquisition and Sun's sales strategy is to replace all Oracle installations with MySQL and they are at war in the sales force. What they miss is most Oracle customers have enterprise license agreements and MySQL customers on Power are very happy to run their business on Power.

8) Sun does not have a leader who inspires the team. Nicknames are a symptom of a disgruntled workforce

9) Page 6 is an indication that Sun is being more transparent so someone will buy them for the value of the parts.

10) The clock is ticking and there is no guidance for anything better.

http://www-03.ibm.com/systems/power/