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Re: wbmw post# 2083

Tuesday, 04/08/2003 11:50:23 PM

Tuesday, April 08, 2003 11:50:23 PM

Post# of 97868
wbmw -

Don't you think SUN suffers a net loss on each US sold? They make money (or I should say they used to make money) by selling an integrated system complete with their own software. Switching to Opteron eliminates the silicon loss. I think it's a pretty good idea. To completely replace US, Opteron will need to scale beyond 4/8 way, otherwise SUN still has to spend the r&d on silicon development or go Intel. No other way around it. They are truly stuck between a Iraq and a hard place.

EP

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