A fast chip got faster. This certainly helps to cement their strong current position.
More Quotes from Gordon Haff:
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, Intel certainly has the opportunity to bring their much larger and better resourced manufacturing and development organization to bear.Gordon Haff
This isn't a new generation of servers aimed at grabbing a lot of new-to-Sun business. That's what the Galaxy server it just announced is for. But this is a good upgrade.
Gordon Haff
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.
Gordon Haff
AMD has made some gains in mobile technology, but has been only marginally successful. There is a higher level of integration with notebooks than with desktop PCs, which gives Intel an edge since they are focused on a complete mobile platform.
Gordon Haff
Sun has to keep up with the other guys. IBM is going to be coming out with the Power5 soon. The reality is in this industry you have to put a lot of energy into running to stay in place. What happens if you don't make these kinds of advances is you fall behind. So this upgrade is in some respects about maintaining parity with the competition.
Gordon Haff
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.
Gordon Haff
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