Come on Eli, you can't be serious...
you wrote:
/* This "left-over" market is currently about 2.5 million NT machines + 0.5 million UNIX machines sold per year. The NT market is growing at 30%+ a year, while UNIX workstation market is declining at 5-10% a year. If SGI can capture, say, 30% of the NT workstation market, that's 750,000 units a year. Assuming, say, $5000 average price, that's $3.5 billion a year in revenue. Just for comparison, that's more than SGI's ENTIRE revenue for the past year including all the workstations, servers and supercomputers. */
First, I would like to have an index, for your 2.5 million NT potential customers, that are willing to pay $6-8K for their machines. With price range of $6-15K (1&2 proc), do you really expect SGI to pick up %30 of the NT market world-wide??? Do you really expect companies like HP, IBM, Dell, compaq, etc. just sit back and hand in the market to SGI (who, may I remind you, today has %0.).
How did you bundled UNIX market in there.. If SGI had success in capturing that market, it would be sitting where SUN is now. Don't even get me started on SGI's marketing mentality. Maybe you can explain to me, why I haven't heard from my SGI sales person in a year?
I repeat from my last msg.. "In order for SGI to even have a chance of survival in the NT market, it has to 1) be cost effective, 2) to have an open architecture, and 3) to have a "great" marketing strategy.. I am sorry, but I don't see, SGI dominating in any of these; and I think, in order to capture even %10 of the market, you need domination in at least 2/3 of the above.
Remember, Just a super product (which I am sure VPC is one), does not mean an automatic market capture. I sincerely, wish you guys luck though.
--Ramin |
