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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (46103)	9/2/2001 5:32:56 PM
From: paul_philp	Read Replies (1) of 54805

In my consulting work I have started to call this the coming 64-bit Linux tornado which will drive adoption of the IA64 architecture. Why Linux? 1) It is a 'good enough' Unix for most applications and as been well tested in higher end application in the bowling alley. 2) Most applications do benefit from the performance improvement of having 64-bit addressable memory space. 3) Total cost of ownership for a Intel-based Linux serve is 30% - 40% of the Unix sever. 4) It is being driven by eBusiness applications and the web-site folks have been using Linux happily for a long time. The missing pieces for the tornado to form are: 1) a good, fast, affordable IA64-based CPU which Intel promises to deliver with McKinnley. 2) 64-bit native applications. 3) a full suite of Linux-based applications tuned for the IA64 architecture. Most software developers have finished their Linux ports but don't want to release them until their is enough demand to survive the necessary price cuts. So, it all hinges on McKinnley right now. Paul

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