I don't think anybody knows exactly what the end result of open sourcing the chip technology is. |
I don't think Microsoft had much choice in the matter. The bottom line is there is not a whole lot of market to buy that product from Microsoft. |
I see this as fine-tuning more than changing direction. Obviously, they're struggling financially, but in general this is a small number of people in the scope of things at Sun. |
I'm not sure that SUSE departures [by themselves] mean much at this point. |
I'm not sure that SUSE departures [by themselves] mean much at this point. |
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. |
In 2004 and 2005 we saw new technologies and approaches enter the [server] market as spending and growth began to resume. In 2006, we shouldn't expect to see so many brand-new things, but rather the expansion and maturation of products and technologies already in the market. |
In the sense of having this ongoing awareness of and feedback mechanism, it does mirror certain elements of open source development. If not openness of code and standards, there is greater visibility into what's going on. Customers have visibility more than an ability to necessarily influence Microsoft greatly. |
Intel has inconsistently put energy into storage. It hasn't had a real comprehensive strategy in the past. |
Intel has shown preliminary benchmarks that backup their general statements about performance. Based on what I have seen, there is not reason to think the products will not live up to their billing. |
Intel let a competitor sneak into a market where they weren't before. Still, it was hard to believe that AMD would be able to maintain the kind of performance lead that they have enjoyed over the past one to two years. |
Intel woke up from its frequency delusion and is now going full-bore on dual-core. |
Intel's challenge is to drive adoption [beyond that] of Hewlett-Packard. To succeed beyond its niche, Intel needs to support a wide range of capabilities. |
It is a question of the devil you know. |
It's a local company with some useful code, engineers who obviously have skills and background and experience in the type of systems management that HP has. We don't know the terms of the deal, but it probably was not all that expensive, ... It looks to be a good deal for HP. |