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Monday, December 01, 2003 5:10:23 PM
You state this as if it is a guaranteed certainty.
You are ignoring existing facts such as:
1. SUN is still many, many months away from completing any Opteron server design.
2. SUN is even further away from detailed system testing of an Opteron Server to verify functionality and stability and long term reliability.
3. SUN may not regain customers that have already defected and abandoned SUN because of past failures and crashes of SUN's USII machines, after suffering the humiliation of signing NDA agreements to not disclose SUN's reliability failures in order for SUN to attempt to fix the failures. AMong corporate customers, this experieince is paramount for them switching to non-SUN products as their businesses expand and why SUN's business keeps shrinking.
This has contributed to SUN's loss of customers, loss of business, and loss of reputation in the server market.
4. Confusion by SUN's "existing" customer base (or what's left of it) because SUN has made their third shift in strategy in under a year from:
SPARC ONLY - to Intel based servers - to Opteron Servers.
Talk about confusing your customers with your own confused strategy.
5. SUN will take a long, long time to get SOLARIS apllications ported over to 64 bit Opteron. Remember - 32 bit Solaris and Linux applications already run fine on existing Intel-based SUN servers - and DELL srevers and Hp servers and IBM servers.
6. Two companies, which have both lost money for the past 9 quarters, is not a guarantee of any success in the future.
7. Despite the repeated claims of AMD fanatics for the past 10 years that DELL has to get on board with (you fill in the chip - K6, K6-3, AThlon, Athlon MP, Opteron, etc.), DELL has done nothing but gain market share, increase profits and become dominanat in both the commercial and consumer PC space by sticking with their tried and true strategy of using only Intel CPU components.
Every company that has chosen to add AMD products to their lineup has lost market share in the past 10 years.
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