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.