Linked by Eugenia Loli on Tue 19th Nov 2002 09:24 UTC
Oracle and SUN This past year has been a breakthrough for Sun for both their Linux and Solaris products. The most intriguing news of all is possibly the challenge Sun poses to Microsoft with their Desktop Initiative announced a couple of months ago. We spoke to Bill Moffitt, Product Line Manager of the Solaris Lifecycle, about Linux, the desktop and Solaris. Update: Bill Moffitt replies on our forums.
Permalink for comment
To read all comments associated with this story, please click here.
re: No Pill
by Red Pill on Wed 20th Nov 2002 13:45 UTC

To "No Pill" --

Read the latest Insight64 report and you will see why I am saying LINUX is the #1 threat to Sun's health.

It is 100% ingenuous to think that Sun has the best interests of the Linux community at heart. Sun lives and breathes on HIGH PROFIT MARGINS. Which are difficult to achieve in the Linux world. That is why Sun has created a devious strategy to kill Linux. Just like they tried to kill off Solaris X86 before getting shamed in front of the whole world by their customers.

Some facts:

- 95% of all server systems sell at below $25K
- x86 dominates low-end server revenues
- systems priced above $25K generate 65% of all server revenue
- Linux shipments are growing at 35% a year
- Linux system revenues growing at 26% a year
- by 2Q03, all server segments will exceed 4GB RAM capacity
- in 2003, industry standard processors will capture MPU performance lead
- SPARC unit share is rapidly declining
- low-end 64 bit systems will be commoditized

So what are the conclusions?

1. There is no long term future for SPARC.
2. Linux is expanding far more rapidly than Solaris. In simple terms, Solaris on SPARC has no long term future except on Sun's high-end big-iron systems.
3. Intel/AMD are going to enable many companies to even more ship Sun-killer servers, most of them powered by Linux.
4. Sun has no sustainable competitive advantage in servers.

In short, Sun is being whipped by the vast economies of scale that are part of the Intel/AMD x86 world.

No one is interested in developing for Solaris X86. Sun royally pissed off their customers by canceling this product. Sun lied to their customers about continuing to support and develop this product. The same way they lie about problems with their hardware. Yes they did bring Solaris X86 back -- in some crippleware form and with no real commitment to reasonable hardware compatibility. Sun needed IMMENSE pressure from their customers to do even this.

What can Sun do to save itself?

They cannot make hardware as cheap as the other vendors. Sun's profit margins are way too high. They would have to cut their company size by 50%.

That leaves only one option. They must find a way to subvert Linux. So they are going to "hijack" it in some way. If Sun doesn't figure out how to derail Linux, they are dead.

Don't ever let Sun near the Linux kernel. Having Java on Linux is bad enough as it is without Sun sneaking in some performance killer into the kernel all under the guise of "helping Java run better".

You think these fat cats making big dollars at Sun are fans of low-cost Linux systems? You've got to be a fool to believe that.

So I say, stay away from Sun. They are no friend of Linux. They are a big corporate old-time high-fat-content UNIX vendor fighting for their survival. They are ruled by their desire to keep incredibly high profit margins and to find a way to make their stock options worth something. The more problems they can cause Linux, the longer Solaris and SPARC can last in the market.

- Red Pill