Minyan Mailbag: GOOG, SUNW & CES
...is the kind of catalyst that I believe can jump start this company.
Do you have any additional thoughts after Sun Microsystems (SUNW) was totally "left out" (at least for now) of the Google (GOOG) presentation at CES? Or did we miss something under the surface? If not, Monday may be a rather un-SUNW-y day. BTW, how in the world could GOOG have the wrong presentation time on their web site? Makes one wonder. Thank you.
Here are my thoughts:
There are a few things brewing under the surface:
1) In October, Google announced that they going to offer the Star Office suite of products this year which is the precursor to essentially a web based operating system that's not reliant on Microsoft (MSFT). (With Google distributing Firefox, this could accelerate the process. None of their apps would be highly reliant on Explorer compatibility.)
2) This is completely in line once again with McNealy's vision (largely developed by Eric Schmidt) of a network computer system and a utility model of computing.
3) Sun has the technology, largely already developed to truly support this system.
I truly believe in Sun. I believe there will be a resurgence. The company slid from 2000 and has been relatively flat for three years. So in all, it's been a five year sleeper for this giant. Google is the kind of catalyst that I believe can jump start this company. It may not have been the direct assault on MSFT that I expected at CES, but I feel it's a matter of time.
Editor's Note: Here are some of Kevin's media analyses from the last few weeks:
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