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bobs10

09/09/04 12:49 AM

#43857 RE: chipguy #43850

I'll bet the buggy whip makers thought the same thing just before the automobile hit the market. Big Iron is a relic, a throw back to a previous age. The market just doesn't realize it yet.

As I've said before, there's a reason IBM hasn't embraced the Opterons more and it's because the Opterons are just too good at any price. Especially in the blade and small form factor machines where IBM has chosen to completely ignore the Opterons excellent heat and power values.

By this time next year INTC/DELL should be singing the blade blues as HPQ and SUNW clean up with Opteron processors in those markets. And that doesn't even include the tier2 guys who are having a field day with Opterons

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jhalada

09/09/04 11:17 AM

#43912 RE: chipguy #43850

chipguy,

Yet in Q2 IBM mainframe sales were up 40% in revenue
growth and 35% in unit growth according to IDC.

In contrast x86 server revenue growth was up 13% and
unit growth up by 22%. Ooops.


Are you trying to make a point, or are you just trying to be argumentative? How about statistics over 1, 5, 10, 20 year periods? Wouldn't those be more meaningful that selecting a single random quarter?

Joe