[By the middle of next year,] we are going to be in a situation where Intel will have erased some of the functional gaps that they have had with AMD, ... By erasing the gap, Intel certainly has the opportunity to bring their much larger and better resourced manufacturing and development organization to bear. |
[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. |
[The new chipset] should help them maintain a leadership position in mobile processor technology. |
A fast chip got faster. This certainly helps to cement their strong current position. |
A number of companies are starting to look at supercomputing for various data analysis applications. |
AMD has made some gains in mobile technology, but has been only marginally successful. There is a higher level of integration with notebooks than with desktop PCs, which gives Intel an edge since they are focused on a complete mobile platform. |
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, |
Basically, no one ever used hardware-based IA-32 execution, so better to use the silicon for something else. Of course, basically no one uses software-based emulation either, but at least that doesn't cost chip real estate. |
Business desktops are a narrow, narrow margin business; they are almost a commodity. You have to be very efficient in order to make money selling desktops. |
Certainly it's at least at the same level of sophistication that Office 97 was in terms of features and capabilities, which is enough for most people, ... Microsoft seems determined to see how much money it can squeeze out of buyers, but in doing so, they're opening up an opportunity for somebody else to come in. |
Certainly Power Everywhere, to some level, includes OEMing systems, though for the most part it's 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. |
Certainly, the fact that you need to be using brand new hardware is a selling disadvantage out the door. |
Dell has had a really good run selling essentially cookie-cutter rack-mount servers. But the era of solving problems by just buying more boxes is coming to a close. |
Dell has had a very focused strategy: Don't spend a lot on research and development, leverage the work of others, and deliver cookie-cutter servers and desktops cheaply. That lined up well with the market when saving money was in. But IT managers have to consider more than price now in making buying decisions. |
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. |