Gordon Haff
Gordon Haff
certainly determined features level microsoft money office opening opportunity seems somebody squeeze terms
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 it can squeeze out of buyers, but in doing so, they're opening up an opportunity for somebody else to come in.
almost business efficient margin money narrow order selling
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.
basically chip cost emulation execution silicon uses
Basically, no one ever used hardware-based IA-32 execution, so better to use the silicon for something else. Of course, basically no one uses software-based emulation either, but at least that doesn't cost chip real estate.
art believe dusty evidence examples far form granted light owner patents prior software suddenly third
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 and of dusty old patents on their third owner suddenly being used for a form of blackmail.
benefit
With the benefit of 20/20 hindsight, there would not be an Itanium today.
investment larger lots pay sell size systems
Obviously, they have to sell lots of systems of this size to pay back what has to be a considerably larger R&D investment than they have even with Galaxy.
decided forward move older path product promoting pull relatively suddenly
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, and it really doesn't have a near-term path where it could move forward if it wanted to.
above competition head nice opportunity possible shoulders
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.
change computer makers sort type upgrade
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.
clear pervasive visible
It's still not clear how visible that will be. I don't think it will be pervasive in 2006.
background company deal engineers experience good local looks management obviously skills systems terms type useful
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 it probably was not all that expensive. It looks to be a good deal for HP.
achievement alliance billions hard major rest solutions spent
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.
base boost company given niagara speed sun systems
Sun has given a speed boost to its installed base as the company focuses on x64 systems and the forthcoming Niagara processor,
believe clients desktop efficient fat particular potential thin tied types users various
The potential here is a lot more efficient use of hardware, better centralized management, and potentially more flexibility with users in that they're not tied to a particular desktop device. I don't believe there's a one-size-fits-all approach, we'll probably end up with a combination of thin clients and various types of fat clients.