Replies to post #55434 on Advanced Micro Devices Inc (AMD)

[chipdesigner]

If Galaxy "is ready now", why wait until "late this year" to launch?

[chipguy]

Suggested that SSG guys are probably polishing their resumes.

That's a pretty safe bet regardless of how the x86 side
is doing.

NSG is a lean smaller unit.

As in small revenues, lean margins? Unfortunately Sun's
cost structure is still far out of alignment with where it has
to be for Sun to prosper with its 1996 SPARC business
model replaced by a 2006 x86 business model.

[KeithDust2000]

dacaw, Galaxy is ready now

If it was "ready" now, it wouldn´t have been pushed back towards the end of the year.

Galaxy is awesome and "will change the server paradigm"

SUN´s hype usually lacks substance, and the products usually arrive at a time (after several delays) where any competitive advantage they might have had has already evaporated.

Scott is very bullish on Galaxy, business is very good.

That seems impossible. They haven´t even begun with the seeding programme.

[Ixse]

Dacaw, tx for the info on SUN.

If Newton is heading NSG, what is Bechtolsheim's position? I thought he remained responsible for the Galaxy group and when he returned to SUN was reporting to McNealy?

Regards,

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