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Technology Stocks : All About Sun Microsystems

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To: cfimx who wrote (56965)	11/22/2003 7:29:04 PM
From: rudedog	Read Replies (1) of 64865

Room - your posts just don't make sense. The top spot in the TPC-H benchmark is held by an IBM opteron system. Where is the Itanium price performance there? tpc.org The only thing I see Itanium winning is the old TPC-C benchmark, which no one takes seriously any more as it has been so thoroughly diagrammed that it is a measure of how well the database can be partitioned as much as a mark of performance. I talk to a lot of high end companies. None of them are thinking about Itanium for anything but small test systems. Sun is losing a few of those accounts, but they are mostly losing them to IBM. And those decisions are not made on the basis of processor architecture anyway - processor only comes into play if the cost of conversion is affected. Conversion cost IS affected by Itanium, in a big negative way, so that argues against your conclusion. Itanium has YEARS of work before it will be accepted as a high end system. HP will lead the way on that, but it is in its infancy now, and HP may well find themselves selling into the HP replacement market. Basically, I'm saying your arguments are BS, not supported by any facts.

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