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morrowinder

07/27/04 6:13 PM

#40705 RE: jhalada #40663

Jhalada:

The bulk of the Itanium market is not in the same price band as the Opteron market, yet. Sun will not be trying to sell these over Ultra sparc solutions in the big iron market anyway. They are doing this for competitive volume platforms. And yes Dell is a dominant player there along with HP and IBM. But in the server market, XEON and XEON MP are still the dominant architecture. Maybe SUN can carry AMD with their brand and reputation and gain some market share but they have been selling Intel based servers for a while without much success. Is Opteron THAT much different? They still have to compete with HP and IBM AMD skus as well, who are more respected in the x86 market. The playing field is not level. SUN is simply not very successful as an x86 vendor. And Itanium is awfully competitive with a fairly old part:) A year from now will SUN look as bad as they do today? Do you really believe AMD will save them?