You have to do a lot of running just to stay in place in this business.

226

[Despite the promised performance improvements, the new processor] doesn't fundamentally change UltraSparc and Sun's positioning in any way, ... It's the type of incremental upgrade that computer makers sort of have to deliver.

218

Doesn't fundamentally change UltraSparc and Sun's positioning in any way. It's the type of incremental upgrade that computer makers sort of have to deliver.

198

At some level, this [reorganization] is clearly a response to Google because of Microsoft's historic orientation around the fat client and traditional operating system and applications.

194

It's hard to see the Itanium Solutions Alliance accomplishing anything major that the billions already spent by HP, Intel, and the rest haven't. You don't see an x86 Solutions Alliance.

164

If developers don't make the transition to Apple and Intel, they'll probably be making the transition to Windows and Intel. Intel doesn't have a lot to lose.

151

It's not like Dell had been making investments in Itanium and suddenly decided it wasn't going to do that and pull back its support. It had a relatively older product it wasn't promoting at all, and it really doesn't have a near-term path where it could move forward if it wanted to.

136

Sun has given a speed boost to its installed base as the company focuses on x64 systems and the forthcoming Niagara processor.

133

Sun has to keep up with the other guys. IBM is going to be coming out with the Power5+ soon. The reality is in this industry you have to put a lot of energy into running to stay in place. What happens if you don't make these kinds of advances is you fall behind. So this upgrade is in some respects about maintaining parity with the competition.

92