The first thing we would see is the applications popping up on things like Solaris and Linux, which would bring them more strongly into play and potentially clear the way for other manufacturers to build Linux processors, ... But they still wouldn't have the benefit of all the legacy software, so I don't see that this is suddenly going to cause the whole Windows thing to fall over flat on its face.
More Quotes from Martin Reynolds:
A single-provider solution may be acceptable today, but enterprises must make long-term plans to guard against possible loss of service. If BlackBerry users do not have confidence in the level of redundancy RIM offers, they may need to consider alternative providers.Martin Reynolds
It is impossible to stop the market gain of the x86.
Martin Reynolds
If you believe your business cannot run without RIM, start looking at deploying other technologies and set up a small pilot.
Martin Reynolds
Ultimately, all these decisions are about money, ... If you're running a business, you've got to have income, and the income has got to cover expenses. And if you want to keep your position as CEO, you'd better satisfy the stockholders.
Martin Reynolds
Long term, the big question is whether Intel and HP can drive the Itanium into the high-volume market. If anything is going to replace the x86 processor, it is going to be the Itanium, but that is not going to happen for the next 10 to 20 years.
Martin Reynolds
When the market is going strong, meeting demand is often an issue, even for the biggest chip makers.
Martin Reynolds
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