Re: The Register and Gartner on Itanium sales


"Doug Phillips" <dphill46@xxxxxxxxxxxx> wrote in message
news:1164217195.400622.40900@xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
FredK wrote:
"Alan Greig" <greigaln@xxxxxxxxxxxx> wrote in message



With all due respect, a large portion of Sun's loss is from changes in
accounting for stock compensation and restructuring charges due to
acquisitions.


What was the loss without "other stuff"? Why did they still lose money when
MS threw what, a billion $ at them?

Sun also reports a decline in Enterprise level system sales, offset by
increases in Opteron and "entry level" Sparc sales. AMD-64 is not
intended to "save" Sparc, but to supplant it. Can anyone still be
surprised by that?


Just like Itanium will supplant PA-RISC.

I'm not a Sun fan, but they are moving in the right direction. Whether
their recent acquisitions and their steady transition from Sparc to AMD
servers will be enough to pull them back up or not, only time will
tell. They've looked like merger & acquisition fodder for some time,
but I haven't a clue as to who might be looking.


They aren't moving in the right direction until they show a few quarters in
the black. I'm not sure anyone wants to take over Sun... maybe Fujitsu if
they look like they are going under. There isn't a lot of return in buying
them.




.

Relevant Pages

  • Re: The Register and Gartner on Itanium sales
    ... sinking Sparc yet. ... The sales increase is stunning - the loss is also stunning. ... their recent acquisitions and their steady transition from Sparc to AMD ...
    (comp.os.vms)
  • Re: The Register and Gartner on Itanium sales
    ... What was the loss without "other stuff"? ... Revenue Growth and Strong Gross Margin Affirm Sun's Business Strategy ... both acquisitions and increasing acceptance of the Solaris 10 Operating ... Net loss for the first quarter of fiscal 2007 on a GAAP basis was $56 ...
    (comp.os.vms)
  • Re: OK - Real post time.
    ... the 2006 loss was due to a 4Q 39 million non-recurring expense ... they also lost money 2 years earlier. ...
    (misc.invest.stocks)