Per Kleven

"You'll notice, for example, that I didn't include Sun in my list of vital companies. That's not so much because Sun can be defined in terms of the others but that Sun is simply doomed. Their software isn't better, their hardware isn't better, and they can't see themselves as anything but a maker of hardware or software, so my simple recommendation is that they take the rest of their cash and try entering a hot new field like -- say -- space flight. Or making really fine cakes. The world will always need fine baked goods. Or just give it back to the shareholders. Really"

Cringely has more