The news out of Sun on the Niagara product is surprisingly weak. Based on Sun's early descriptions, the Niagara architecture appears to be targeting a niche (market).
More Quotes from Karl Freund:
With the phenomenal market growth of Power and the Power5 processor, we have a lot of interested parties. It's only been discussions, but they are interested in the market performance of Power and AIX.Karl Freund
If (software companies) stand to gain additional business, and if customers are feeling a pain that the solution addresses, then the ecosystem occurs naturally. If the market doesn't really want the stack, it could cost about US50 million to US100 million a year.
Karl Freund
IBM's UNIX systems have set the industry standard for price and performance for the last 5 years, earning IBM the pole position in this competitive marketplace. With these new products, the AIX Collaboration Center and the IBM Migration Factory, we have widened the competitive gap even further, deliver more computing power for the money for our clients and making it easier than ever to switch to IBM.
Karl Freund
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