re:you think Intel is better positioned than Microsoft, but you also think Sun is in trouble (based on previous comments). Maybe
you ought to consider the consistency of these two positions.
Huh? The way I look at it, Workstations and Servers in all its variant forms (file/application/CPU servers) consist of 3 components: hardware (including CPU, chipsets, memory, MBs), software (including network operating system, applications), and services (including implementation and maintencance). Current leaders in the high-end, e.g. IBM and SUN, do all 3 themselves (or at least control all 3).
Intel is trying to change this business model by standardizing on the hardware side (at least the CPU via Itanium) and by forming partnerships on the software side with different players (including both Sun and Microsoft). One could also say that Intel may be forming partnerships on the hardware side, to enable the OEMs to customize on chipsets, memory, MBs, etc. but the CPU is Intel's. Intel is also trying to be a player in the Service component via their Server Farm initiative.
Therefore, I feel Intel is well positioned, but at the same time, this model is very challenging since they are working with companies who are fierce competitors with one another (e.g. Sun and Microsoft), and, of course, Sun, IBM, etc. will still be pushing their traditional business models. It's going to be a fine balancing act, but if Intel pulls it off, you wish you invested in Intel at today's prices.
Joey |
