Murphy is an unabashed Solaris/Sparc partisan, but he usually makes good points (in past posts, not much data on this one). I appreciate his dissenting from the majority viewpoint - thundering herds are prone to occasionally going off cliffs, as recently demonstrated.
I also believe he's right in thinking Sun is getting a raw deal from 'the street'. Of course, it would help if Sun could sell its way out of a wet paper bag ...
It does seem that many of the problems are down to short-term views from the "investors" forcing certain courses of action. The evidence does not show that bankers are any better running a computer company than they are running a bank.
(disclosure of bias: my startup runs on Sun + Solaris)
I also believe he's right in thinking Sun is getting a raw deal from 'the street'. Of course, it would help if Sun could sell its way out of a wet paper bag ...