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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: rkral who wrote (56933)	11/22/2003 11:47:49 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 64865

There are a few reasons Otellini singles out Sun in conferences, I am sure when the Itanium originally shipped Intel had Sun in their sites from day one. McNealy refers to Itanium as Itanic openly and that has the wintel crowd all worked up. But now things are racheted up a notch with the announce of the Sun opteron line. Sun will likely get most of his share back, and more with these products at Itanium's expense... but the real concern for Intel I suspect is the Dell relationship... Dell thinking Itanic is a donkey and coming on board with AMD, I mean. But if I were AMD I would want a Dell desktop line also which is a harder pill for Dell to swallow. To me all this "year of the Itanic" marketing push seems like desperation on the part of Intel to stem the inevitable marginalization of their product in 2004. Intel (who is the largest customer of EDA software)- pushed the EDA shops to ONLY port to itanium and it didn't work. This was where Intel thought they'd kill Sun, but now those Sun users are just going to go to the Sun Opteron line. Summer 03- EDA users call for 64-bit Opteron support He wrote that his company needs memory configurations over 16 Gybtes to build its next chip, and has migrated to Linux. After comparing cost and performance of the AMD Opteron versus the Intel Itanium 2 servers, he said he'd rather buy the Opteron servers. "What frustrates me is that the EDA community in general is porting everything to the Intel Itanium 2 machines but not to the AMD Opteron. This doesn't make any sense to me," Hammond wrote. eedesign.com September - Synopsys Announces Support for AMD64 Architecture-Based Processors With Its Galaxy Design and Discovery Verification Platforms biz.yahoo.com Magma ports all products to 64-bit Opteron eedesign.com