Replies to post #48839 on Intel Corp (INTC)

[chipguy]

What's strange about that, I have been saying it for years and against the commonly held Internet myth beliefs promoted by DeMone/chipguy and his cronies. US-IV+, Sparc64 VI, Niagara 1/2, it wasn't too difficult to work it out in advance if you didn't have an axe to grind ;-).

LOL, after years of consistent decline SPARC finally got a revenue
growth blip from a user base upgrade cycle. Sun's SPARC sales
since then don't show any sort of revival and Sun's recent actions
(getting friendly with Intel, help optimize JVM for IPF, putting Solaris
on IBM x86 boxes and maybe even its in-house processors in the
future etc) suggests the pony tail guy doesn't see one any time soon
either if ever.

See slide 8 and 16 on Sun's most recent earnings presentation:

http://www.sun.com/aboutsun/investor/earnings_releases/Q4FY07_SLD.pdf

Sun's total server shipments down 15% YoY, x86 servers down
4% YoY. Ouch!

[savantu]

What's strange about that, I have been saying it for years and against the commonly held Internet myth beliefs promoted by DeMone/chipguy and his cronies. US-IV+, Sparc64 VI, Niagara 1/2, it wasn't too difficult to work it out in advance if you didn't have an axe to grind ;-).

Well , SPARC was the base and Itanium sales are variable , not the other way around.SPARC revenue has been relatively flat over the last years , while IPF is steadily growing.

What's interesting is the trend : Itaium sales pick up steam in H2.I wouldn't be surprised if this year , IPF sales will match Sparc sales in Q4.

What's more interesting are Power sales , they double in Q4 vs. Q2.Still , IPF will probably end up higher than 50% Power sales in Q4 , which is better than the 39% achieved the previous year.