“Certainly Power Everywhere, to some level, includes OEMing systems, though for the most part its more focused on the use of the Power architecture by various partners in client devices, game consoles, whatever, than it is in computer systems, ... Power Everywhere and OpenPower are really about using collaborators ? to get Power into new types of devices.”
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“Its not like Dell had been making investments in Itanium and suddenly decided it wasnt going to do that and pull back its support. It had a relatively older product it wasnt promoting at all, and it really doesnt have a near-term path where it could move forward if it wanted to.”
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“doesnt fundamentally change UltraSparc and Suns positioning in any way. Its the type of incremental upgrade that computer makers sort of have to deliver.”
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“Sun has given a speed boost to its installed base as the company focuses on x64 systems and the forthcoming Niagara processor,”
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“At some level, this [reorganization] is clearly a response to Google because of Microsofts historic orientation around the fat client and traditional operating system and applications,”
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“Its hard to see the Itanium Solutions Alliance accomplishing anything major that the billions already spent by HP, Intel, and the rest havent. You dont see an x86 Solutions Alliance.”
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“You have to do a lot of running just to stay in place in this business.”
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“[Despite the promised performance improvements, the new processor] doesnt fundamentally change UltraSparc and Suns positioning in any way, ... Its the type of incremental upgrade that computer makers sort of have to deliver.”
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“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 dont make these kinds of advances is you fall behind. So this upgrade is in some respects about maintaining parity with the competition.”
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“If developers dont make the transition to Apple and Intel, theyll probably be making the transition to Windows and Intel. Intel doesnt have a lot to lose.”
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