The Opacity in Transparency

I just got back from a week out talking to investors and customers, and hosting a few customer events in New York City. New York is a cultural center for a number of communities - notably for Sun, those who see technology as a source of value, as a competitive weapon, not just a cost center. Home turf for us. You can watch one of the videos here, and another interview at BusinessWeek, here - sentiment toward Sun is definitely improving. We had overflow attendance throughout our customer events, thanks both to rising interest in our products, and to Dell cancelling their analyst conference - timing is everything. Speaking of perfect timing, the Wall Street Journal awarded two of our core technologies, dTrace in Solaris 10, and our new ultra-efficient Niagara systems, their highest honors, just in time for me to announce the award on stage. Just in time. Now, as interest from investors and customers continues to grow, one question I consistently run into is "how much of your revenue comes from software? Or product x, y, z, etc." As I've said repeatedly (and it's at least one reason I write this blog), I'm committed to providing more transparency about our business - as much as I can, within realistic (and fiduciary) limits. But this is a harder problem than it might first appear. Here's an example. As you might be aware, we recently introduced a new product, code named "Thumper" - you can read about it here (and enter this co...

Date: September, 18 2006
Url: http://blogs.sun.com/jonathan/entry/the_opacity_in_transparency

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