Saturday, January 21, 2006

Execution is the key for SUN

It was interesting to see the four founders of SUN get together and indulge themselves in the fond memories of the glorious old days. They are all showing their ages, not as sharp as 20 years ago (of course). One thing struck me was that Scott McNealy couldn't remember the model numbers of the X4200 and X4100 Opteron servers. This is not good, not good at all. SUN spent a lot of money on the Galaxy line, and there is serious money to be made in the Opteron business -- HP is silently counting the billions it got from x86. HP introduced 3 blade and 3 rack servers for Opteron. SUN is slow in delivering and upgrading the Galaxy line, SUN lacks something to compete against the HP DL385, which has 6 hard drives. And let me tell you this, when DELL gets on the Opteron business, SUN's hope of penetrating x86 volume market will be pretty much finished and the millions SUN invested would be a waste.

As I pointed out , SUN has enough technology, it all depends on execution. SUN can't expect to buy some company and hope they can grow revenue, SUN needs to focus and act fast.


Anonymous Anonymous said...

No kidding.
I ordered an x4200 over 3 months ago and it still hasn't showed up yet. Supermicro has a nice inexpensive dual Opteron...

9:38 PM, January 30, 2006  

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