Merrill: Sun Should Buy Red Hat or Novell

Here's a nice (and long) article in The Register by Ashlee Vance yesterday. Really good read. I guess Merrill Lynch wants us to buy Red Hat or Novell so we are taken seriously in the Linux market.

From Ashlee:

The sage analysts at Merrill Lynch are at it again. This time, they're demanding that Sun Microsystems acquire either Red Hat or Novell. Without such a buy, Sun will never be taken seriously in the Linux server market, and with Red Hat or Novell on its side, Sun could really take the Opteron server market by storm, they argue.

Some of you may already be scratching your heads. Sun sells both Red Hat and Novell to customers who ask for it today. Sun CEO Scott McNealy wore a penguin suit, right?

...

"We believe Sun's biggest problem is perception. Sun was hot, now it's not. In our opinion, it will take a radical move to change customers' views. Sun needs to own Linux, both figuratively and literally."

Merrill Lynch reports are loved in these parts for their whimsical tone. It's not often that you see one of the most respected financial firms use turns of phrase like, "Sun was hot, now it's not." How many MBAs does it take to come up with that?

Love the "hot ... not " bit, though. That's a keeper.
Comments:

I prefer to emphasize Ashlee's rebuttal over Merrill Lynch's inanity - see my blog.

Posted by Geoff Arnold on December 17, 2004 at 12:07 AM JST #

I was just poking some fun, that's all. The only thing I was interested in was their use of language. That's it. Nothing more. I didn't flush out Ashlee's views because I wanted to give people something to read. Notice the "nice" and "long" comments right up front? That's what they are for. I'm basically implying that there's a good long commentary to read ... check it out. Also, the comments I \*did\* quote from Ashlee demonstrate quite clearly his view of Merrill's recommendations. Also, I don't in any way think Merrill's views are inane. Not for a second. How they expressed it, however, was pretty funny. That was the substance of the post, and that's what I preferred to emphasize.

Posted by Jim Grisanzio on December 17, 2004 at 12:58 AM JST #

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