It's been a busy summer, on nearly every front. Customer activity hasn't slowed down, and the good news surrounding the (otherwise unfortunate) economic crisis embroiling many customers (especially those in the financial services industry, a heavy concentration for Sun) is that it's whipping up the winds of change. Customers facing spending pressure, or tiring of vendor price increases have new options, and there's a new appetite to explore those options (nothing like mandates from the CEO to reduce spending by 50%).
One of my more interesting recent meetings wasn't with a customer, though, it was with an equity analyst from a global financial institution. Equity[Read more...]