very upbeat, Ed Zander and Scott McNealy were very loose and relaxed. |
Called it a year of records - record gross margins, inventory turns, revenue, shipments, backlog etc, etc. highlighted the best server line from 10k - 1,000K. Record workstations shipments from $2500 up. new E250 - $10,000 server offering price/performance far beyond Wintel. Also consolidation in the intel merced space with Toshiba, Fujitsu, Siemens, NCR, Amdahl as Solaris licensees.
What i found more interesting was the wins outside of the traditional workstation/server space. Some highlights
Storage - big wins at Honda, Bank of America
Mail Software - Southwestern Bell, Pacific Bell
PJava licencees at Sony, TCI, Scientific Atlanta
Zander went through how Sun was the driving force in the Internet - and e business Excite, Infoseek, Cnet, Earthlink, Inktomi, uunet, CDNow, on and on. Scott jumped in and mentioned HotMail and WebTV from Microsoft which uses Sun. Also mentioned Amazon.com - sounds like a new big win. Also spent some time on JINI and Java.