Article: Tukwila Update
By: someone (someone.delete@this.somewhere.com), February 6, 2009 10:21 am
Room: Moderated Discussions
Phil (phil@phil.com) on 2/6/09 wrote:
---------------------------
>savantu (savantu@email.ro) on 2/6/09 wrote:
>---------------------------
>>Phil (phdny@mac.com) on 2/6/09 wrote:
>>---------------------------
>>
>>>"with Itanium sales having exceeded SPARC sales last year " - Excuse me? Did you
>>>drink the coolaid from Intel or HP on Itanium vs SPARC sales?-check your facts before
>>>making clueless statements. Last time I checked (IDC Q1-Q3CY08), Sun SPARC volumes
>>>exceeded Itanium sales by over 4x (13,802 vs 48,585 servers) and SPARC revenue exceeded
>>>Itanium-just look at Sun's CMT sales alone @ over $1BN-surpassing Itanium. Clearly,
>>>Itanium volumes will continue to hurt ISV ROI investments and with Nehalem scaling
>>>upwards, how can Itanium survive without any volume? Sounds like a similar fate as Alpha...
>>>
>>
>>I'm talking about revenue, not units. SUN was still shipping large amounts of small servers.
>>
>>Itanium sales are [b] above $1B[/b] per Q and IIRC it surpassed SPARC worlwide at the end of o8.
>
>Last quarter of data available from IDC is Q3CY08 as far as I know and IDC is showing
>$1.219M for Itanium and $1.233M for SPARC so I'm not sure where you are getting
>your data from. And yes, Itanium is high in revenue (and close to SPARC) but unfortunately,
>this isn't a good indicator of "Sales" as it was labeled. Sales usually means how
>many units sold, not how much money you can charge your customers for 4x fewer systems.
>Without volume, you become a niche player and eventually get squeezed out of the market.
>
Review what direction IPF and SPARC sales, either
by revenue or shipments, have been heading over the
past few years. Also compare the financial/business
situation of HP and Intel to that of Sun over the same
period.
Either will show your comments above to be wrong or
at least quite inapplicable to this situation.
---------------------------
>savantu (savantu@email.ro) on 2/6/09 wrote:
>---------------------------
>>Phil (phdny@mac.com) on 2/6/09 wrote:
>>---------------------------
>>
>>>"with Itanium sales having exceeded SPARC sales last year " - Excuse me? Did you
>>>drink the coolaid from Intel or HP on Itanium vs SPARC sales?-check your facts before
>>>making clueless statements. Last time I checked (IDC Q1-Q3CY08), Sun SPARC volumes
>>>exceeded Itanium sales by over 4x (13,802 vs 48,585 servers) and SPARC revenue exceeded
>>>Itanium-just look at Sun's CMT sales alone @ over $1BN-surpassing Itanium. Clearly,
>>>Itanium volumes will continue to hurt ISV ROI investments and with Nehalem scaling
>>>upwards, how can Itanium survive without any volume? Sounds like a similar fate as Alpha...
>>>
>>
>>I'm talking about revenue, not units. SUN was still shipping large amounts of small servers.
>>
>>Itanium sales are [b] above $1B[/b] per Q and IIRC it surpassed SPARC worlwide at the end of o8.
>
>Last quarter of data available from IDC is Q3CY08 as far as I know and IDC is showing
>$1.219M for Itanium and $1.233M for SPARC so I'm not sure where you are getting
>your data from. And yes, Itanium is high in revenue (and close to SPARC) but unfortunately,
>this isn't a good indicator of "Sales" as it was labeled. Sales usually means how
>many units sold, not how much money you can charge your customers for 4x fewer systems.
>Without volume, you become a niche player and eventually get squeezed out of the market.
>
Review what direction IPF and SPARC sales, either
by revenue or shipments, have been heading over the
past few years. Also compare the financial/business
situation of HP and Intel to that of Sun over the same
period.
Either will show your comments above to be wrong or
at least quite inapplicable to this situation.
Topic | Posted By | Date |
---|---|---|
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Tukwila Update - article online | Dan | 2009/02/05 03:17 AM |
Tukwila Update - article online | Joe Chang | 2009/02/05 09:16 AM |
Tukwila Update - article online | Temp | 2009/02/05 09:25 AM |
Tukwila Update - article online | Paul | 2009/02/05 12:29 PM |
Tukwila Update - article online | David Kanter | 2009/02/05 06:32 PM |
Tukwila Update - article online | Phil | 2009/02/06 01:24 AM |
Great. Finally hard numbers | Michael S | 2009/02/06 04:46 AM |
Tukwila Update - article online | lubemark | 2009/02/06 05:54 AM |
Tukwila Update - article online | Phil | 2009/02/06 07:29 AM |
Tukwila Update - article online | RagingDragon | 2009/02/07 03:39 PM |
Tukwila Update - article online | Michael S | 2009/02/07 04:09 PM |
Tukwila Update - article online | savantu | 2009/02/06 06:23 AM |
Tukwila Update - article online | Michael S | 2009/02/06 07:13 AM |
Tukwila Update - article online | someone | 2009/02/06 07:18 AM |
Tukwila Update - article online | Phil | 2009/02/06 07:47 AM |
Tukwila Update - article online | someone | 2009/02/06 08:17 AM |
Tukwila Update - article online | RagingDragon | 2009/02/07 03:51 PM |
Tukwila Update - article online | Linus Torvalds | 2009/02/06 08:37 AM |
Tukwila Update - article online | someone | 2009/02/06 09:19 AM |
Tukwila Update - article online | savantu | 2009/02/06 10:19 AM |
Tukwila Update - article online | Linus Torvalds | 2009/02/06 10:40 AM |
Tukwila Update - article online | savantu | 2009/02/06 11:00 AM |
Tukwila Update - article online | Phil | 2009/02/09 04:54 AM |
Tukwila Update - article online | Doug Siebert | 2009/02/09 10:40 PM |
Tukwila Update - article online | Jouni Osmala | 2009/02/10 01:03 AM |
Tukwila Update - article online | someone | 2009/02/10 06:15 AM |
Tukwila Update - article online | slacker | 2009/02/10 06:22 PM |
Tukwila Update - article online | Michael S | 2009/02/05 03:56 PM |
Tukwila Update - article online | David Kanter | 2009/02/05 04:55 PM |
Tukwila Update - article online | someone | 2009/02/05 05:47 PM |
Tukwila Update - article online | anon | 2009/02/05 10:16 PM |
Tukwila Update - article online | RagingDragon | 2009/02/05 10:27 PM |
Tukwila Update - article online | someone | 2009/02/06 07:32 AM |
Tukwila Update - article online | anon | 2009/02/06 09:25 AM |
Tukwila Update - article online | someone | 2009/02/06 09:40 AM |
POWER6 memory bandwidth | Michael S | 2009/02/05 03:30 AM |
POWER6 memory bandwidth | someone | 2009/02/05 07:00 AM |
POWER6 memory bandwidth | Michael S | 2009/02/05 07:36 AM |
POWER6 interconnect | confused | 2009/02/05 10:50 AM |
POWER6 interconnect | foobar | 2009/02/05 02:12 PM |
POWER6 memory bandwidth | Wes Felter | 2009/02/05 12:57 PM |
POWER6 memory bandwidth | Jesper Frimann | 2009/02/09 11:54 PM |
POWER6 memory bandwidth | Michael S | 2009/02/10 07:21 AM |
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Why the platform focus? | savantu | 2009/02/05 08:50 AM |
Why the platform focus? | Vincent Diepeveen | 2009/02/05 09:29 AM |
Why the platform focus? | savantu | 2009/02/05 10:34 PM |
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Why the platform focus? | Phil | 2009/02/06 01:10 AM |
Why the platform focus? | savantu | 2009/02/06 01:50 AM |
Why the platform focus? | Phil | 2009/02/06 07:09 AM |
Why the platform focus? | savantu | 2009/02/06 10:08 AM |
Why the platform focus? | someone | 2009/02/06 10:21 AM |
Why the platform focus? | mpx | 2009/02/06 02:04 PM |
Why the platform focus? | someone | 2009/02/06 02:16 PM |
Why the platform focus? | RagingDragon | 2009/02/07 04:16 PM |
Why the platform focus? | mas | 2009/02/25 08:28 AM |
itanium bigger than entire car industry | Vincent Diepeveen | 2009/02/06 07:12 AM |
itanium bigger than entire car industry | Devon Welles | 2009/02/06 07:51 AM |
itanium bigger than entire car industry | Vincent Diepeveen | 2009/02/06 10:41 AM |
itanium bigger than entire car industry | Dean Kent | 2009/02/06 07:56 PM |
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Unit sales is meaningless when ASP grows faster | Dean Kent | 2009/02/07 03:10 PM |
Unit sales is meaningless when ASP grows faster | RagingDragon | 2009/02/07 04:34 PM |
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Why the platform focus? | Vincent Diepeveen | 2009/02/06 07:47 AM |
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Why the platform focus? | Doug Siebert | 2009/02/06 01:07 AM |
Why the platform focus? | savantu | 2009/02/06 02:00 AM |
Why the platform focus? | someone | 2009/02/05 10:49 AM |
Why the platform focus? | Linus Torvalds | 2009/02/05 12:03 PM |
Why the platform focus? | Default | 2009/02/05 01:29 PM |
Why the platform focus? | anon | 2009/02/05 02:08 PM |
Why the platform focus? | someone | 2009/02/05 02:24 PM |
Why the platform focus? | Linus Torvalds | 2009/02/05 03:30 PM |
Why the platform focus? | Paradox | 2009/02/05 11:22 AM |
Why the platform focus? | slacker | 2009/02/05 01:41 PM |
Why the platform focus? | RagingDragon | 2009/02/05 10:57 PM |
Why the platform focus? | Michael S | 2009/02/06 06:11 AM |
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Why the platform focus? | Michael S | 2009/02/08 02:24 AM |
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Why the platform focus? | David Kanter | 2009/02/08 04:27 PM |
Why the platform focus? | someone | 2009/02/08 07:26 PM |
Why the platform focus? | savantu | 2009/02/09 12:35 AM |
Why the platform focus? | someone | 2009/02/08 09:53 AM |
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Why the platform focus? | David Kanter | 2009/02/06 01:09 AM |
Why the platform focus? | Linus Torvalds | 2009/02/06 08:14 AM |
Why the platform focus? | savantu | 2009/02/06 10:37 AM |
Why the platform focus? | Linus Torvalds | 2009/02/06 12:49 PM |
Why the platform focus? | Linus Torvalds | 2009/02/06 01:09 PM |
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Intel puts its money where its mouth is | someone | 2009/02/08 02:24 PM |
mission-critical | Michael S | 2009/02/08 05:06 PM |
mission-critical | mpx | 2009/02/09 02:30 AM |
mission-critical | rwessel | 2009/02/09 03:23 PM |
mission-critical | anon | 2009/02/09 03:55 AM |
mission-critical | EduardoS | 2009/02/09 05:17 PM |
mission-critical | Dean Kent | 2009/02/09 08:11 PM |
mission-critical | Michael S | 2009/02/10 05:20 AM |
mission-critical | Dean Kent | 2009/02/10 07:26 AM |
mission-critical | Michael S | 2009/02/10 08:01 AM |
mission-critical | Dean Kent | 2009/02/10 01:36 PM |
mission-critical | someone | 2009/02/10 09:05 AM |
mission-critical | Dean Kent | 2009/02/10 01:22 PM |
mission-critical | Zt | 2009/02/22 04:54 PM |
mission-critical | anon | 2009/02/10 10:41 PM |
mission-critical | EduardoS | 2009/02/10 01:46 PM |
mission-critical | Dean Kent | 2009/02/10 02:31 PM |
mission-critical | slacker | 2009/02/10 07:30 PM |
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Why the platform focus? | savantu | 2009/02/07 01:15 AM |
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Sun and x86 server differentiation | max | 2009/02/07 03:30 AM |
Sun and x86 server differentiation | someone | 2009/02/07 10:19 AM |
Sun and x86 server differentiation | Linus Torvalds | 2009/02/07 10:44 AM |
Sun and x86 server differentiation | RagingDragon | 2009/02/07 06:09 PM |
Sun and x86 server differentiation | Michael S | 2009/02/08 05:05 AM |
Sun and x86 server differentiation | RagingDragon | 2009/02/10 12:03 AM |
Sun and x86 server differentiation | Jesper Frimann | 2009/02/10 12:51 AM |
Sun and x86 server differentiation | Alex Jones | 2009/02/10 01:43 PM |
Why the platform focus? | bob | 2009/02/08 04:51 AM |
Why the platform focus? | someone | 2009/02/08 09:23 AM |
missing the big picture | AM | 2009/02/18 06:43 AM |
missing the big picture | Michael S | 2009/02/18 08:42 AM |
missing the big picture | AM | 2009/02/18 09:03 AM |
Why the platform focus? | mpx | 2009/02/06 12:47 PM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | mpx | 2009/02/06 04:48 PM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | Paul | 2009/02/07 02:56 PM |
z series? | Michael S | 2009/02/07 03:12 PM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | someone else | 2009/02/24 04:37 AM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | EduardoS | 2009/02/24 06:55 AM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | someone else | 2009/02/25 01:55 AM |
Itanium - slowest and most obsolete server CPU family in the world, NOW. | Michael S | 2009/02/25 02:27 AM |
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Why the platform focus? | Paul | 2009/02/08 01:10 PM |
Why the platform focus? | Jukka Larja | 2009/02/08 11:04 PM |
Why the platform focus? | slacker | 2009/02/06 02:10 PM |
Why the platform focus? | Linus Torvalds | 2009/02/06 02:40 PM |
Why the platform focus? | savantu | 2009/02/06 02:51 PM |
Why the platform focus? | someone | 2009/02/06 02:58 PM |
Why the platform focus? | Linus Torvalds | 2009/02/07 09:26 AM |
Why the platform focus? | someone | 2009/02/07 10:10 AM |
Why the platform focus? | Linus Torvalds | 2009/02/07 10:40 AM |
Why the platform focus? | someone | 2009/02/07 12:24 PM |
Why the platform focus? | Doug Siebert | 2009/02/08 12:32 AM |
Why the platform focus? | max | 2009/02/08 04:57 AM |
Why the platform focus? | Michael S | 2009/02/08 05:20 AM |
Why the platform focus? | someone | 2009/02/08 09:15 AM |
Why the platform focus? | Doug Siebert | 2009/02/08 11:36 PM |
Why the platform focus? | hobold | 2009/02/09 05:49 AM |
Why the platform focus? | anon | 2009/02/24 01:57 AM |
Why the platform focus? | Linus Torvalds | 2009/02/24 09:45 AM |
Why the platform focus? | savantu | 2009/02/24 12:30 PM |
Why the platform focus? | slacker | 2009/02/24 01:51 PM |
Why the platform focus? | savantu | 2009/02/25 12:04 AM |
Why the platform focus? | Michael S | 2009/02/25 02:34 AM |
Why the platform focus? | anon | 2009/02/25 10:17 AM |
Why the platform focus? | max | 2009/02/25 11:15 AM |
Why the platform focus? | someone | 2009/02/24 05:43 PM |
Why the platform focus? | Doug Siebert | 2009/02/24 08:26 PM |
Why the platform focus? | Howard Chu | 2009/02/25 03:07 AM |
Why the platform focus? | someone | 2009/02/25 06:48 AM |
Why the platform focus? | someone | 2009/02/25 06:41 AM |
Why the platform focus? | Linus Torvalds | 2009/02/25 09:17 AM |
Why the platform focus? | someone | 2009/02/25 09:55 AM |
has anyone seen Tukwila silicon? | anon | 2009/02/25 10:38 AM |
Why the platform focus? | Linus Torvalds | 2009/02/25 11:05 AM |
Why the platform focus? | slacker | 2009/02/25 01:11 PM |
Why the platform focus? | a reader | 2009/02/26 09:11 PM |
Why the platform focus? | rcf | 2009/02/27 01:32 PM |
Why the platform focus? | max | 2009/02/27 02:11 PM |
Why the platform focus? | rcf | 2009/02/27 03:50 PM |
Why the platform focus? | Vincent Diepeveen | 2009/02/25 04:30 PM |
$40M sale to $16M company | bob | 2009/02/25 08:25 PM |
$40M sale to $16M company | Richard Cownie | 2009/02/26 12:21 PM |
Why the platform focus? | anonymous | 2009/02/24 11:52 AM |
Why the platform focus? | savantu | 2009/02/24 12:20 PM |
Why the platform focus? | anonymous | 2009/02/24 03:31 PM |
Why the platform focus? | savantu | 2009/02/25 12:05 AM |
Why the platform focus? | someone else | 2009/02/25 01:04 AM |
Why the platform focus? | Michael S | 2009/02/25 01:42 AM |
Put me down for $500 that Poulson doesn't arrive earlier than Q4/2011 (NT) | slacker | 2009/02/25 12:39 PM |
Why the platform focus? | someone | 2009/02/25 06:54 AM |
Why the platform focus? | anonymous | 2009/02/25 09:46 AM |
Why the platform focus? | someone | 2009/02/25 10:22 AM |
Why the platform focus? | anon | 2009/02/25 11:01 AM |
Why the platform focus? | anonymous | 2009/02/25 11:54 AM |
Why the platform focus? | mpx | 2009/02/24 02:11 PM |
Why the platform focus? | anon | 2009/02/24 08:57 PM |
Why the platform focus? | Doug Siebert | 2009/02/24 10:04 PM |
Why the platform focus? | anon | 2009/02/24 10:46 PM |
Why the platform focus? | Doug Siebert | 2009/02/25 05:13 PM |
Why the platform focus? | anon | 2009/02/25 08:53 PM |
Why the platform focus? | bob | 2009/02/25 09:00 PM |
Please try to keep up (NT) | anon | 2009/02/25 09:49 PM |
Why the platform focus? | Doug Siebert | 2009/02/26 12:09 AM |
Why the platform focus? | anon | 2009/02/26 01:12 AM |
Why the platform focus? | Michael S | 2009/02/26 02:16 AM |
Why the platform focus? | James | 2009/02/26 06:09 AM |
sufficiently intimate with the OS | Michael S | 2009/02/26 06:29 AM |
sufficiently intimate with the OS | anon | 2009/02/27 01:01 AM |
sufficiently intimate with the OS | Howard Chu | 2009/02/27 01:37 AM |
Why the platform focus? | Michael S | 2009/02/25 02:02 AM |
Why the platform focus? | anon | 2009/02/25 03:07 AM |
Why the platform focus? | anon | 2009/02/07 01:18 PM |
Why the platform focus? | Vincent Diepeveen | 2009/02/08 10:16 AM |
Why the platform focus? | anon | 2009/02/25 07:40 AM |
Intels financial status | Vincent Diepeveen | 2009/02/25 12:02 PM |
Why the platform focus? | someone | 2009/02/25 07:54 AM |
Why the platform focus? | Vincent Diepeveen | 2009/02/06 08:20 AM |
Why the platform focus? | Default | 2009/02/06 09:57 AM |
Why the platform focus? | Vincent Diepeveen | 2009/02/06 10:59 AM |
Why the platform focus? | RagingDragon | 2009/02/07 06:43 PM |
Tukwila Update - article online | Vincent Diepeveen | 2009/02/05 09:11 AM |