The workstation is a good new product, but it is woefully late and it is a placeholder for galaxy. Sun's execution has been pitiful in this regard. Andy has been back for how long now?
I remember Schwartz claiming a July 2005 launch for the Galaxy product. Now its been pushed back to the end of 2005.
tecate, I think this is the thing that worries me the most as an Intel investor.
I don´t understand why. Even if SUN manages to release Galaxy at some point in the future, and even if it becomes a major success, we´d be talking a few ten thousand servers per quarter at most here, sometime in 2006. A non-issue for INTEL investors, imho.