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In an unusually harsh and public rebuke, Merrill Lynch technology analyst Steven Milunovich sent an open letter to Sun Microsystems' board and CEO Thursday saying Sun is in a crisis situation. Unlike typical analyst reports, which tend to be overly diplomatic and gloss over problems, Milunovich did not mince words. He said Sun needs to cut up to 7,000 more workers, drop out of some businesses and give the famously combative CEO Scott McNealy "a makeover."
Milunovich's advice seems to be either "The shares are high, buy" or "The shares are low, sell". In his piece about Sun he has proscribed so widely that if they fail (which they won't) he can say "told you so", and if they survive and thrive (which they will), he can cherry pick one or two of his suggestions (e.g., Sun probably will lose thousands more staff) and say "see they did as I said".
But his suggestion that Sun should ditch SPARC/Solaris in favour of Intel/Linux is unbelievably stupid, and confirms his status as a feeds-and-speeds myopic. There have always been platforms with bigger numbers than Sun's, they have been the platform of choice in the datacentre because of the availability you get from these systems.
Commentators who have swallowed this piffle from Milunovich should be ashamed of themselves.