SUN Failed in their marketing
SUN's problems started with the dot com burst and linux gaining popularity . Though Jonathan is trying to bring the ship back position he has to deal with legacy issues and a management who has no clue how to help him .
Though he knows his problem is marketing he has not done anything about it so number of years now (why the hell he keeps so many women in top) and that is going to hurt the company badly . It is time he hires some good sales guys from Microsoft/Cisco/Oracle who can sell shit load of stuff to customer with their good marketing guys . And Borrow some tips from guys like Cisco "upsell/weeklycommit/lockin".
SUN should reduce their R &D budget for sometime and use that for Sales , marketing and hiring some fresh energy . (Ask Gates he may be able to help with his free time)
Change some basic stuff - Stop SUN people using Windows (fire them all ) , stop advertising " migrating to new SAP" even if u do dont tell others about it (does MS ever tells u they use Linux servers) . Fire all those came from SAP & IBM and hire DELL & Cisco guys .
Change your focus on key products - Sunray - a good product SUN have no clue how to sell it and for that matter to price it . That should be your loss leader . If I am the marketing guy i will give a sunray free with every SUN server and every SUN monitor . (Or simply build the electronics inside the monitor and sell it for cost ) and people will buy Solaris and SUN servers for sure . What is the Point of advertising a Intel Server and use that energy on a CMT / JES .
What SUN needs is a fresh thinking in their marketing approach .. and sure things will fall in place .
Finally at this difficult times the size shouldn't bother SUN rather survival is key .
Still companies like riverbed / Bluecoat is in No1 position and give a good fight to Cisco WAAS and guys like Tandberg / polycom dont give up against Cisco Unified comm's , just because Cisco has a huge market CAP.
SUN is unique and Good from the comments above and SUN is important to this earth (sure we need few good guys in earth) .
SUN shouldnt get worried even if they have a bad fourth quater ( that may be because i didnt book that order i promised) but that will come in the next quater . No one is going to take away SUN's business ... trouble is times are bad .