Are you talking about real working applications, or press releases? If these are real applications, the software vendors must be bleeding red ink, since they can't sell their products (because of the permanent pilot of Itanium).
Production Itanium systems coming soon from a big OEM near you. Watch this space.
That should make Intel investors feel so much better. Especially if it your FACT was true. (I am not saying it is not. I don't know about the delays of UltraSparc III)
Bear in mind that UltraSparc III represents Sun's main products, their heart and soul. You can't say the same for Itanium. Still, the slips will try the patience of a stockholder, either Sun or Intel, including this Intel one. Here's one: the obvious difference between Sun's recently announced quarterly results, and IBM's, to me at least, was that IBM got a major new product out in time for the whole December quarter, Sun didn't. The IBM product that made the difference was their latest generation mainframe, which ain't dead yet. Sun, of course, didn't get USIII servers out, and they missed their revenue predictions.
Tony |
