Tuesday, April 25, 2006

McNuts of Sun Microsystems bailed out

Finally, the nutty McNuts of SUNW gave in to the mounting pressure. But the new guy isn't better.

If the company can lose some of the rhetoric, and focus on operation, it might have some future. I have to admit the product portfolio is stronger than ever. The question is can they execute? Hope Mike Lehman can get everybody to quit talking and focus on the basics. The stupid slogan "Sharing is good" got to go. How can they waste money on those goofy ads? SUN has already an image problem. Those goofy ads won't help.

I am still holding to my shares in the hope that it might have a good chance to succeed now they have got some real products to sell.

Thursday, April 20, 2006

When will Apple bring out Intel iBook? Late June?

The long awaited Intel iBook (widely dubbed MacBook) was not announced yesterday during Apple's first quarter earnings release, after all those speculations on the Street. Coupled with Intel's pronouncement of its plan to ship Woodcrest, Conroe and Merom CPUs (based on the new Core Microarchitecture) in volume starting Q3, I think Apple will probably wait until these CPUs abundantly available before making the product announcement. I don't think Apple wants to repeat the situation it had with MacBook Pro where people waited months for the notebook to arrive. So the most optimistic estimate of Intel iBook (I still prefer iBook) shipment will be late June to early July (I suppose Apple will get its hands on the new CPUs before everybody else). The high end PowerMac line won't be "refreshed" until 4th quarter (there is no point to release it before you have the native Photoshop for Intel Mac, which may not happen until Q1 07).

It is going to be a long wait for some of us.