We think this is a great strategic move, but the valuation may be questionable. It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.
We think this is a great strategic move, but the valuation may be questionable, ... It's a great strategic move by Sun, in that Sun is taking a stake in the emerging appliance market that could threaten their proprietary server business in the long run.
While we continue to be cautious on Storage Tech's ability to establish consistent and profitable growth, we continue to view (its) strategic assets as valuable and likely to attract the attention of a larger industry partner/suitor,