I like this insight from the WSJ:
Just as people grow up to become their parents, companies morph into the firms they spent their formative years fighting.
Sun Microsystems, for example, now looks a lot like Digital Equipment of the early 1980s, clinging stubbornly and perilously to a strategy made out-of-date by cheaper machines.Microsoft seems to have become like the IBM of old — moving at a glacial pace with massive self-serving software “architectures,” apparently unmindful of the PC being a lean, grass-roots machine. (There’s a sly name for these sorts of .NET-style strategy announcements that are heavy on marketing but light on specifics: “marketecture.”)
I’m especially pessimistic on Sun.
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