Feeds

As Sun unravels, it's time for a new suit

Update: Sun says not so

Boost IT visibility and business value

Opinion With IBM reportedly breaking off the engagement, Sun must reinvent itself if it is to go it alone. That means bringing in a Joe Tucci lookalike to reform and restructure the business.

This is a highly personal opinion about how and why it should undertake that process. First of all, Sun's board and senior management need to recognise a few things that have become blindingly obvious to a lot of outside observers.

First of all, Sun cannot meaningfully monetise its massive developer download base. Those tens of millions of copies of Solaris, Java and other pieces of Sun software are bringing in diddly-squat revenues set against Sun's overall business and what it should be capable of doing.

Next, Sun cannot profitably survive in any sizeable way as a me-too x86 server vendor. It cannot prosper in any meaningfully-sized way as an open source software supplier and services vendor either, despite MySQL, Java and Open Solaris.

The Sun AMD play has run out of steam. Sun's hybrid server/storage play - the X4500 and similar products - is a limited niche offering that won't go very far. Sun's proprietary SPARC microprocessor architecture and the hardware built using it is severely threatened by Nehalem. Sun's mainframe tape storage business is a niche and always will be. Its mainstream disk drive arrays are me-too and going nowhere.

Their development has been crippled by Sun's focus on its Open Storage systems. This Open Storage effort, despite its coming in layered or tiered flash cache editions, with system software tweaked to use it, will not revolutionise the storage industry. Sun is wrong when it asserts that proprietary storage architectures will go the same way as proprietary server architectures and be washed away by commodity hardware and open source software, like Sun's Open Storage 7000 line. They won't.

Ditto Open Networking.

Next?

So, assuming these points are recognised, where does Sun go from here if it is not bought?

Continuing with its present strategy, which has been discredited by the company sale stories and by comprehensive business under-performance, should not be an option. Continuing with the present senior management team is also not viable. The first order of business by the board should be to choose a new CEO.

This CEO should have a deep and comprehensive understanding of the existing server, storage and software industry and markets, and be young enough to lead the company for, say, ten years of energetic activity. He or she should have rock-solid technology business leadership and execution experience, and a proven ability to take a ramshackle collection of underperforming businesses and turn them into a coherent and sustainably profitable whole.

Build a business case: developing custom apps

Next page: Update

More from The Register

next story
6 Obvious Reasons Why Facebook Will Ban This Article (Thank God)
Clampdown on clickbait ... and El Reg is OK with this
No, thank you. I will not code for the Caliphate
Some assignments, even the Bongster decline must
Barnes & Noble: Swallow a Samsung Nook tablet, please ... pretty please
Novelslab finally on sale with ($199 - $20) price tag
Banking apps: Handy, can grab all your money... and RIDDLED with coding flaws
Yep, that one place you'd hoped you wouldn't find 'em
Video of US journalist 'beheading' pulled from social media
Yanked footage featured British-accented attacker and US journo James Foley
Primetime precrime? Minority Report TV series 'being developed'
I have to know. I have to find out what happened to my life
Netflix swallows yet another bitter pill, inks peering deal with TWC
Net neutrality crusader once again pays up for priority access
Judge nixes HP deal for director amnesty after $8.8bn Autonomy snafu
Lawyers will have to earn their keep the hard way, says court
Ex-IBM CEO John Akers dies at 79
An era disrupted by the advent of the PC
prev story

Whitepapers

Top 10 endpoint backup mistakes
Avoid the ten endpoint backup mistakes to ensure that your critical corporate data is protected and end user productivity is improved.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Backing up distributed data
Eliminating the redundant use of bandwidth and storage capacity and application consolidation in the modern data center.
The essential guide to IT transformation
ServiceNow discusses three IT transformations that can help CIOs automate IT services to transform IT and the enterprise
Next gen security for virtualised datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.