Elmer,
What other Opteron systems out there? IBM's is essentially a cluster of 2-way workstations. Opteron on Solaris in larger SMP systems would be a unique offering.
Even assuming Sun started to seriously develope AMD64 Solaris last year, it would still take them a couple of years more to seriously launch such a product line. (They would need to seed the market with preliminary machines, port software over, build momentum, etc., etc.) By the time Sun started gaining momentum on AMD64 Solaris, they would have a lot of competition. Especially from IBM, but others, too.
Going to standard hardware and software, Linux and Windows, means they're just another vendor and they don't have experience competing on price in a commodity market.
Exactly right. That is why I think they are in a death spiral.
It may sound weird to some because Sun has been a household word around the industry for the last 20 years. However, that's about right for most computer systems companies. When I had my first engineering job, DEC was the second largest computer company.
'Nuff said.
:)
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