Obviously, [Virtual Iron] is a startup in a space where a lot of people are playing. I’m not about to predict that they’re going to take the market by storm. On the other hand, they...

Microsoft is going to be very late to the game and will need to overcome a presumption that it will favor Windows.

It’s not like Dell had been making investments in Itanium and suddenly decided it wasn’t going to do that and pull back its support. It had a relatively older product it wasn’t promoting at all,...

[By the middle of next year,] we are going to be in a situation where Intel will have erased some of the functional gaps that they have had with AMD, … By erasing the gap,...

A fast chip got faster. This certainly helps to cement their strong current position.

With the benefit of 20/20 hindsight, there would not be an Itanium today.

In the sense of having this ongoing awareness of and feedback mechanism, it does mirror certain elements of open source development. If not openness of code and standards, there is greater visibility into what’s going...

People have tried a lot of special purpose processing devices over the years and, with the exceptions of graphics units and arguably floating point units, general purpose processors have always won out in the end.

It’s probably not possible to be head and shoulders above the competition in the x86 space. There just isn’t that much opportunity for being compellingly different. That said, they’re nice boxes.

It’s a local company with some useful code, engineers who obviously have skills and background and experience in the type of systems management that HP has. We don’t know the terms of the deal, but...

Certainly Power Everywhere, to some level, includes OEMing systems, though for the most part it’s more focused on the use of the Power architecture by various partners in client devices, game consoles, whatever, than it...

Programming Cell is relatively hard. Certainly a higher-level, more abstracted model makes programming a lot easier.

Certainly it’s at least at the same level of sophistication that Office 97 was in terms of features and capabilities, which is enough for most people, … Microsoft seems determined to see how much money...

I assume Scott will paint it as things are back on track and the company is in good hands, but I think the reality is he would have preferred to have waited until the financial...

A number of companies are starting to look at supercomputing for various data analysis applications.

You don’t want to see things slip, but at the end of the day, if Montecito gets delivered per this revised schedule and the performance increase is in the range of what Intel has talked...

doesn’t fundamentally change UltraSparc and Sun’s positioning in any way. It’s the type of incremental upgrade that computer makers sort of have to deliver.

Intel has shown preliminary benchmarks that backup their general statements about performance. Based on what I have seen, there is not reason to think the products will not live up to their billing.

Dell has had a really good run selling essentially cookie-cutter rack-mount servers. But the era of solving problems by just buying more boxes is coming to a close.

AMD has made some gains in mobile technology, but has been only marginally successful. There is a higher level of integration with notebooks than with desktop PCs, which gives Intel an edge since they are...

Intel let a competitor sneak into a market where they weren’t before. Still, it was hard to believe that AMD would be able to maintain the kind of performance lead that they have enjoyed over...

I’m not sure that SUSE departures [by themselves] mean much at this point.

Sun has given a speed boost to its installed base as the company focuses on x64 systems and the forthcoming Niagara processor,

Business desktops are a narrow, narrow margin business; they are almost a commodity. You have to be very efficient in order to make money selling desktops.

This isn’t even really an open-source issue, although it’s received a lot of publicity in that context.

This isn’t a new generation of servers aimed at grabbing a lot of new-to-Sun business. That’s what the Galaxy server it just announced is for. But this is a good upgrade.

Intel’s challenge is to drive adoption [beyond that] of Hewlett-Packard. To succeed beyond its niche, Intel needs to support a wide range of capabilities.

This announcement of yet another no-hassle SPARC system upgrade provides great asset protection to Sun’s huge base of applications and customers.

At some level, this [reorganization] is clearly a response to Google because of Microsoft’s historic orientation around the fat client and traditional operating system and applications,

People do not typically leave companies if they are deliriously happy with their roles, but sometimes even people who are reasonably content with their jobs find better opportunities that come along.

Software patents are a mess, … Even if you don’t believe in abolishing them entirely, there have been far too many examples of patents being granted even in light of overwhelming evidence of prior art...

Over time, the performance-per-watt [equation] is becoming increasingly important. Its power is relative to performance as opposed to raw power or lowest power consumption.

They woke up the sleeping lion. If I were AMD, I’d be looking at where Intel is going and be more than a little concerned. Intel is well on its way to bridging its major...

They are all comparable in performance for high-end, non-X86 architectures.

It’s hard to see the Itanium Solutions Alliance accomplishing anything major that the billions already spent by HP, Intel, and the rest haven’t. You don’t see an x86 Solutions Alliance.

Those do not appear to be cherry-picked numbers of some particular benchmark on a blue moon with a tailwind blowing.

Particularly with this kind of niche, this isn’t really so much about the box, it’s about channels and go-to-market. It’s about setting up distribution and supply partners more than it is about the right box.

Intel woke up from its frequency delusion and is now going full-bore on dual-core.

The problem is, to be at that nirvana, Apple would have to have the ISVs increase their investment on Apple hardware, at least in the transition. That is very difficult for Apple.

Michael Dell likes to periodically send messages to Intel that Dell does have the option of introducing AMD.

I don’t think anybody knows exactly what the end result of open sourcing the chip technology is.

You have to do a lot of running just to stay in place in this business.

When the Pentium 4 first came out, the performance was very disappointing to a lot of people initially. It’s hard to call the Pentium 4 a failure, given how many they sold, but it was...

If developers don’t make the transition to Apple and Intel, they’ll probably be making the transition to Windows and Intel. Intel doesn’t have a lot to lose.

This is about reducing administrative costs more than about security.

Intel has inconsistently put energy into storage. It hasn’t had a real comprehensive strategy in the past.

[The new chipset] should help them maintain a leadership position in mobile processor technology.

[Despite the promised performance improvements, the new processor] doesn’t fundamentally change UltraSparc and Sun’s positioning in any way, … It’s the type of incremental upgrade that computer makers sort of have to deliver.

I don’t think Microsoft had much choice in the matter. The bottom line is there is not a whole lot of market to buy that product from Microsoft.

Dell has had a very focused strategy: Don’t spend a lot on research and development, leverage the work of others, and deliver cookie-cutter servers and desktops cheaply. That lined up well with the market when...