SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : All About Sun Microsystems
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sea_biscuit who wrote (51871)9/25/2002 7:06:41 PM
From: QwikSand   of 64865
 
I myself don't really see DELL making a lot of inroads into that space with the Itanium, but Michael Dell certainly claims to see it. At the same time he's expanding vigorously into handhelds and printers, which areas are a lot more in keeping with his proven core competencies. But plenty of debate surrounds that subject.

My view is that HPQ, who helped invent the original Itanium, is acting like, and intending to become, a tentpole OEM for that chip. If tangential internal struggles cause them to founder in the server business, then while I wouldn't call it a dispositive development, I would call it a problem for Intel.

Edit: and a plus for Sun, depending on what shape Sun is in when it all goes down.

BWDIK
--QS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News