Re: The Register and Gartner on Itanium sales
- From: "FredK" <fred@xxxxxxxxxxxxxx>
- Date: Wed, 22 Nov 2006 18:17:28 GMT
"Doug Phillips" <dphill46@xxxxxxxxxxxx> wrote in message
"Alan Greig" <greigaln@xxxxxxxxxxxx> wrote in message
With all due respect, a large portion of Sun's loss is from changes in
accounting for stock compensation and restructuring charges due to
What was the loss without "other stuff"? Why did they still lose money when
MS threw what, a billion $ at them?
Sun also reports a decline in Enterprise level system sales, offset by
increases in Opteron and "entry level" Sparc sales. AMD-64 is not
intended to "save" Sparc, but to supplant it. Can anyone still be
surprised by that?
Just like Itanium will supplant PA-RISC.
I'm not a Sun fan, but they are moving in the right direction. Whether
their recent acquisitions and their steady transition from Sparc to AMD
servers will be enough to pull them back up or not, only time will
tell. They've looked like merger & acquisition fodder for some time,
but I haven't a clue as to who might be looking.
They aren't moving in the right direction until they show a few quarters in
the black. I'm not sure anyone wants to take over Sun... maybe Fujitsu if
they look like they are going under. There isn't a lot of return in buying
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