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Technology Stocks : All About Sun Microsystems
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To: QwikSand who wrote (62033)9/27/2004 3:15:00 PM
From: Charles Tutt  Read Replies (1) of 64865
 
What's odd is that there are less dramatic ways to accomplish the same thing without simultaneous announcements by Intel and HP. For instance, they could have announced a set of cross-platform development tools that would allow development of code intended for Itanium on a Xeon; then they could have gradually made it clear, via pricing and the absence of Itanium workstation refreshes, that the Xeon was the preferred development platform for code targeted at Itanium servers. What Intel & HP have done is like a sudden withdrawal from Baghdad. They haven't indicated how they expect the customers who DID buy their "vision" to respond. A transition plan for those customers would have helped. Instead, they probably feel betrayed.

Of course, perhaps there WERE no customers, and that was the root problem.

I like to think the problem was that Sun was taking away all their sales with the Opteron boxes, but that's probably just wishful thinking.

JMHO.

Charles Tutt (SM)
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