twister - re: I think your proof is not credible. This is UNIX, not some shift in the market. you're in total denial and haven't done your homework on this new box.
you're pretty feisty for a Saturday morning but let me suggest that you have another cup of coffee, wipe off your glasses, and re-read my post.
you say I think your proof is not credible.
Yet I offered no proof of anything and took no position. I only said that the IDC data does not state that RS/6000 S80 servers outsold UE10000 in revenue terms and that without an understanding of what the system ASPs were and where those systems were being used, the competitive threat to UE10000 could not be evaluated.
As to This is UNIX, not some shift in the market. I don't know what you mean. If this is not a shift in the market why would we care? Of course it is UNIX...
And now for the most solid reason why you should eat your wheaties and stoke up on a little more caffeine - you're in total denial and haven't done your homework on this new box.
What exactly is it that I am denying??
Perhaps you could enlighten us with the ASP for the RS/6000 S80 as compared to the UE10000 in 4Q99 - I actually have a handle on the number but have not posted it, only the question.
As long as we are talking about doing our homework, you might want to tell us how many RS/6000 S80 systems are running Oracle as opposed to DB2? How many are used as the database engines in e-commerce as opposed to support function in S390 shops? More importantly, is the RS/6000 S80 being recommended, or even supported, by key ISVs like SAP?
And most importantly, of interest to SUNW investors - what are the key markets for the UE10000 and UE6500, and how many RS/6000 S80 systems have sold into those markets? If a tree falls on a deserted island, does it make any noise? |
