RE: Matt Bryant: Spelling, Grammar, SUN & Fujitsu Announcements, Intel Plans:
".....Announcing something that will happen more than a couple quarters in the future is not very helpful, since it would eat into current system purchase margins...." So you missed the bit where Sun have been promising Rock for how many years? Or the bit where they told customers to wait for Rock and not to buy the SPARC64 kit, then had to volte face when Rock got postponed AGAIN, and now are doing the same for SPARCVII+ becasue they think Rock will land this year?
"....The only one desperate for SUN or Fujitsu to make an announcement that may be one or more years out are people who are interested in seeing the sales of those companies demise...." I would suggest there are a large number of Sun shareholders rather keen to know when (or if) Rock or SPARC64VIII will arrive, and I doubt they want Sun's sales demise. And then there are the customers that have grimly stretched their existing SPARC systems in an attempt to tide themselves over until Rock arrives, I'm sure they're quite keen to hear a firm date. Drop the paranoia and look around, one of Sun's big problems is that they have managed to generate a whole cloud of doubt amongst what used to be their customer base, their shareholders, and the market in general.
"...Then again, Matt Bryant could be a liar." And you could be the King of Siam. Simply labelling anyone that disagrees with your point of view a liar is not a very grown-up debating strategy, it just makes you sound like a petulant child.
RE: I see an IT jihad!
Agreed with you on almost every point until you started making out Power was The Only Solution. Whilst it is a much better solution than any current or planned Sun kit, what you negelcted to mention is that Power6 and Power7 are moving in the EPIC direction with features like in-order-execution. You also missed the fact that it is hp Integrity that is eating the biggest share of ex-Sun customers, as shown by the greater growth of hp Integrity in the high-end than IBM's Power. And that is an area where Xeon doesn't go, so it makes strategic sense for Intel to keep reaping in the profits. And a measure of how much a threat IBM view Integrity as is the speed with which they attacked and swallowed mainframe emulator PSI.
RE: David Halko
"....Of Course, the SPARC64!...." Erm, hate to burst your bubble (OK, actually I'm enjoying it), but I sense that SPARC64 is not on the list of choices, but Power probably is.
"...."What do you thing their acquisition of Glassfish, MySQL and others is all about?" To smooth out the large peaks and valleys in the big iron sales...." What, you want a nice and smooth downward arc rather than the current jaggedy-but-relentlessly-downward thread? How neat and tidy. I suggest the real reason is Ponytail's desire to convert Sun into a software only bizz, and the hardware is just being spun out to try and provide the funds until the cloud becomes a reality.
"....The plan for ROCK is very consistent with SUN's spoken direction for the past decade...." Flip-Solaris-flop-Linux-flip-Windows-flop-Solarisx86-flip-SPARC-flop-x64-flip-Niagara-flop-Rock-flip-SPARC64-flop-Rock-flip-SPARC64VII.... You mean Sun had a strategy!?!?! More like Sun had two dozen incompatible and unprofitable strategies.
"....There is more security with multiple vendors (i.e. SUN, Fujitsu, TI, Atmel, Cyprus, Solbourne, ROSS with SPARC) in an open architecture than a single vendor with a proprietary architecture (i.e. DEC with Alpha; HP with PA-RISC; SGI with MIPS; IBM with Power; Intel with itanium.)...." Only if the market believes those multiple vendors will provide a viable and performing product when required with support, upgrades and a mappable future. Please show me the TI, Atmel, Cyprus, Solbourne or ROSS roadmap that has an enterprise SPARC CPU capable of competing with Power and Itanium, let alone Xeon and Opteron. Oh, you can't - what a surprise!
"....SUN & Fujitsu (with SPARC) have been at 2, 4, and 8 cores for some time now as other vendors are still playing around with silicon for 4 cores. With multiple SPARC vendors moving to 16 cores on both their low, midrange, and high end lines - I hardly see IBM as a single vendor with as a "generation ahead"....." Yet again the Sunshiner fails to see the facts - putting the wrong core design in multiples on the same chip still leaves you with a product the customers don't want and the market doesn't have faith in, hence Niagaras inability to climb out of a narrow niche and the questioning of the Rock design, especailly given that it is so late if not stillborn.
Let's give a very simple example from a friend - the only message Sun is actively pushing into a major UK telco (an account that used to be 60% high-end Solaris on SPARC) is why don't they put Slowarisx86 on ProLiants and buy support from Sun. I doubt they are the only ones. SPARC is dead, Slowaris may live a bit longer through OpenSolaris, but I can't see that generating enough revenue for Sun without massive downsizing.
RE: Kevin Hutchinson
"....Just imagine if Marc Trembley has pulled the rabbit out of the hat with Rock and it really does kick serious ass. And then imagine if the MySQL coders had been able to exploit the transactional memory support. Hmmm, you might be looking at a serious piece of kit. Also, don't forget Sun has a nice relationship with SAP and still talks with Larry Zen Ellison - so there are a number of apps that could be tuned to exploit Rock's new abilities. Who knows - but at Sun's current valuation, how bad can it hurt to speculate with a few $$$?..." I think you'll find most investors will want a bit more fact to base their decisions on, rather than wild imaginings. But if you feel that strongly then go ahead and bet your mortgage, it might even pay a few minutes of Ponytail's rediculous annual bonus.