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...