Q1, and Do Operating Systems Matter?

We just reported our earnings for Q1. The way this works (for those that don't already know), we issue a press release to the news agencies after the markets close, then Mike Lehman (our Chief Financial Officer) and I host a conference call to provide color and context. Financial and other analysts from around the marketplace dial in, our VP of Investor Relations walks through the financials, then Mike I provide some overall context before opening up the line for questions. Here's a page with links to the presentation materials, and the audio transcript. The whole process is a tad anachronistic. It was a busy week overall - in addition to presenting our financial report card for Q1, I was the keynote just prior to Larry Ellison at Oracle Open World. You can see (and watch) that presentation, here. (You might need to scroll down to the middle of the page... and if I look particularly pale, I wasn't feeling great - to any other parents of small children, you'll understand the source of my malaise in three simple words, "Back to School.") On another topic, if you're looking for Sun's opinion on Oracle's decision to fork Red Hat, here are some comments Greg Papadopoulos (Sun's Chief Technologist, you can tell by the way his hair behaves) and I made during a regularly scheduled interview with Hal Stern. Hal, an inveterate bloggeur himself, leads Sun's field Systems Engineering community (the technical folks closest to our customers, otherwise known as "the system in Sun Microsystems."). (Update: For those whose news readers don't show the video images in-line, see Video 1 and Video 2 directly at YouTube.) , If you want the quick summary of the videos, not that it'll surprise anyone, it comes down to this: I'm really glad we invested so heavily in Solaris over the past five years, making it freely available, making it open source, and making it available on HP, Dell and IBM, not simply Sun. Adoption matters.

Date: October 31, 2006
Category: Main

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