This week on The Dan & David Show, we debate whether the Jonathan Schwartz era at Sun will be any different than the McNealy era. Since the former CEO and new CEO claim that they can finish each others sentences, it's hard to imagine any major shifts. In an interview with Stephen Shankland, Schwartz said:
Bear in mind what our starting point is: around $17 billion in market cap, a $13 billion (annual revenue run rate) company with one of the largest R&D budgets in the world, facing a market that will never shrink for as long as we are on the planet. There's no other industry in the world that can look forward and see as much untapped demand as we can.
We are going to go make sure we intercept as much of that demand as possible. We've gone from zero to 5 million Solaris licenses in 12 months--just imagine what the next two to three years are going to look like. The margins are healthy, the revenue is growing. We've got to orient ourselves for growth. Next year, we keep our costs in line and we'll go grow some recurring earnings that will definitely get people more interested.
According to Schwartz, most of the world's computing resources--the demand side of the equation--will be purchased through computing utilities, like the new Sun Grid. The problem for Sun as a supplier is that the company has been that it's ahead of the market. Schwartz better hope that his timing is right.
We also listen a few of McNealy's greatest wisecracks, and discuss some of the objections to Sun's Project DReaM, the curious fate of the Palm OS, Intel's new "vPro" business PC brand and how the billions of potential video makers will impact the establishment. This podcast can be delivered directly to your desktop or MP3 player if you're subscribed to our podcasts (See ZDNet’s podcasts: How to tune in). For more the topics covered during the show, search our blog.