Re: Share repurchases
"1) New Niagara chips need to come out on time and work well, or Intel will beat it"
So far so good. They can at least get Niagara out within a reasonable timeframe.
Rock on the other hand...
"2) AMD's Shanghai chips need to push Sun's X4600 and X4540 boxes"
Well, if they don't, then the X4450 should do the trick. Though the X4600's are pretty
damn impressive, and the x4450's are just "me too's"
"3) MySQL 6 with the Falcon storage engine needs to win rave reviews"
"4) If Rock doesn't beat Power and Itanium then it should be canned"
Rock doesn't have to beat Itanium, but I agree that it has to beat Power. Of course it all
depends on what you mean by beat. In the same size chassis, with less power, and less
money, then yes I think Rock will handily beat Power. If you mean with the same number
of cores, then no, I don't think that Rock will beat Power core to core. Hell, Niagara already
beats Power on most benchmarks in the same size chassis, with less power, and less money
"5) They need to learn how to sell via the web (their site sucks)"