Dell could figure out a way to sell Itanium, but they sell commodity stuff. It really doesn’t fit their business.

Intel chips run too damn hot. If you look at performance gains over the past few years, they’ve come from putting more transistors on a die and pumping up the clock rate. Thermodynamics has caught...

We haven’t seen a lot of success in the high-end multi-CPU systems, so I’m not sure having another one is going to automatically sell.

Anyone in this market needs to be careful. The Internet is a place where choices change quickly. UPS has a good lead, but it can’t take it for granted.