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Sun Microsystems, Inc. (NASDAQ:JAVA.DL)
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The Company provides network computing infrastructure solutions that include Computer Systems, Data Management, Support Services and Client Solutions and Educational Services.
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Sun has good products (Java, Solaris, hardware, we'll see about JavaFX), but they're not really in a position to really benefit from them in part because none of them really dominate the competition. Their move to open source the Java and Solaris shows that they're getting a bit desperate.I think that the coming slump is likely going to hit them harder than most.
Open-sourcing a product isn't always a sign of desperation, but I think it was pretty clear that Sun didn't want to do it for a long time. They'd have gotten a lot more out of it if they'd have done it earlier and a bit less reluctantly.The hardware and software reinforce each other here, so neither is worth as much without the other.As you said, time (and IBM) will tell.