Advanced Micro Devices Inc (AMD)

[dacaw]

Sun info

Had dinner with senior Sun guy last week. Here's what I learned:

There are 2 hardware groups: SSG (scalable systems group) & NSG (network services group)

SSG is sparc & niagara
NSG is opteron, galaxy headed up by Newton

Galaxy is ready now, suggestion that Galaxy is being used for offsite installations (i.e where the customer doesn't have the hardware onsite and the whole shebang is operated by Sun)

Galaxy is awesome and "will change the server paradigm"

Newton will give away some Galaxy units to seed the market before the market launch late this year.

Suggested that SSG guys are probably polishing their resumes.

NSG is a lean smaller unit.

Scott is very bullish on Galaxy, business is very good. Sun see weakness in several competitors especially HP & Dell.

Lots of other stuff, what do you want to know?