I think we have to be careful with some of this narrative being a bit too neat.

I suspect Sun was walking dead long before the crash, and wouldn't have survived without an existential shift that it's not clear they were capable of making.

The silly money in the dot-com run up just dragged the process out a bit by masking/hiding the crisis, but I don't think it's correct to say the crash is what killed them.

Yeah probably not Amazon. Sun already seemed a bit on the outside looking in at that point. It could potentially be Oracle. Sure they're in a stronger position than Sun was at that point but there's a similar aspect of having lost mindshare in terms of the go to product in their class.