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.