Jonathan Schwartz (Sun's CEO) notes in his blog:
We just had our annual analyst conference - where we bring together financial and industry analysts for a day, and engage them in a dialog around our direction and perspective. Presentations are here, for those interested in what we had to say.
I thought the best presentation of the day, by far, was Greg's - on the coming explosion in our industry, and the separation of a class of customers that care about scale and efficiency in ways historically unseen in the IT industry. We call it the "Redshift."
For those that didn't know, Greg's a (former?) card carrying MIT professor. You can watch him here, well worth the time. And you'll definitely get a sense for where we're applying R&D for the next 10 years...
What pisses me off is that I can't watch this from work (streaming media is blocked). So I don't know if it's good. But it sounds interesting.
http://www.sun.com/events/sas2007/index.jsp?intcmp=hp2007feb06_sas
