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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (93183)	2/15/2000 1:49:00 AM
From: Scumbria	Read Replies (3) \| Respond to of 1571414

Paul, SUN would have been great, but now it SUN vs. ITanium/Everybody else. Sun has one little tiny advantage (the most reliable and trusted operating system and software base in the world.) Scumbria

To: Paul Engel who wrote (93183)	2/15/2000 1:57:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1571414

<No. Compaq will be selling ITanium Servers. Dell will be selling ITanium Servers. HP will be selling ITanium Servers. SGI will be selling ITanium Servers. IBM will be selling ITanium Servers. VALinux will be selling ITanium Servers. Hitachi will be selling ITanium Servers. NEC will be selling ITanium Servers. Fujitsu will be selling ITanium Servers.> How big is the server market and how many Itanium systems will all these people sell for 2000? 2001? Five figures? Six figures? Seven Figures? Eight figures? <SUN would have been great, but now it SUN vs. ITanium/Everybody else.> The biggest server vendor after Sun is Compaq. Compaq has an in-house Alpha platform. The other big vendor in this space is IBM. IBM has their own PowerPC to push. Fujitsu is big in some pockets but they have their own Sparc systems business - apparently their next generation chip execution is a lot better than UltraSparc III. So who is really going to bat for IA-64 other than Dell? <the lower cost of the INDUSTRY STANDARD IA64 architecture will put SUN in a position it will have to respond - with drastic price cuts or adoption of the Industry standard.> Wasn't that the claim of x86 guys for over a decade now and hasn't Sun defied that logic soundly? <Just revisit what happened to the the fragmented PC industry of the the early 1980's once the IBM PC x86 architecture became the "accepted" industry standard. Every competitive platform except the Macintosh has disappeared from the face of the earth.> False analogy. There was no dominating platform that x86 had to overcome when it came into existance. It was all new ground. Now the ball game is different. You are talking about displacing Sun - the dominant, battle hardened player in the industry.