Paul, re Siemens' plans:
The company is committed to maintaining all three lines, Reger said, but
will gradually migrate all of them over to the new Merced
microprocessors, the first of Intel's new IA-64 microprocessors. The
market will, over the next few years will be split into segments based on
three operating systems, he
said: one-third will be NT-based servers, another one-third Unix-based
servers, and the remainder
other operating systems.
I even like their OS split: one-third will be NT-based servers, another one-third Unix-based
servers, and the remainder
other operating systems.
The "remainder" has to be mostly S390, since Siemens mentions it prominently along with Unix and NT. Siemens should do well with this product strategy if they pull it off right. Of course, those IA64s have to perform also. With all the major server companies in the world, from the US, Japan and now Europe banking on it, that's a phenomenal amount of synergy pulling for IA64. I don't reasonably see how it can fail.
Tony |
