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Monday, June 27, 2005 1:40:21 AM
Hardware's Still Big Part Of Strategy
excerpt:
Sun's server shipments grew from 264,000 units in the first quarter of last year to 355,000 in the fourth quarter. Its systems are capable of running Solaris 10, Java Enterprise System, Red Hat, and SuSE Linux. That includes Sun's x86-based processor line, which has been growing rapidly during the past 18 months. "In some cases, the only difference you're going to see in the different platforms is solely the MPU inside the server," executive VP John Loiacono says.
Sun will be aggressive in adding new systems based on Opteron in the coming months, Loiacono says. That includes the debut this week of the first Opteron-based workstation, a broader selection of single, dual-core, and four-core servers, and a new blade-server platform. "We've gone from nowhere in the x86 market to being a real player," he says. By late this year, Sun plans to ship systems in a new line called Galaxy that will run on Opteron chips and can use virtual machine technology to switch between Solaris, Linux, and Windows modes. Sun co-founder Andy Bechtolsheim, who rejoined the company two years ago, is the lead designer. "We got Andy Bechtolsheim back for just this space," Loiacono says.
http://www.informationweek.com/story/showArticle.jhtml?articleID=164902559&tid=5979
I also recommend checking out SUN´s quarterly CCs to get a better idea of their business model.
Keith
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