Ran across this article today, an interview with Lee Thompson who is VP of architecture at etrade. He talks about a whole series of events in 2001-2003 which succinctly describe the freefall that Sun found itself in as low cost intel-based servers and linux hit the sweet spot of sun's product line. It is particularly interesting for me to read, since I was responsible for the iPlanet software which etrade was using. In fact, etrade was one of the customers that helped make Java and app servers a mainstream enterprise software development strategy. I think sun is recovering somewhat, with its open source strategy for solaris and other products - but this article is a real lesson in the harsh reality of the technology marketplace.