Adam Turoff on 4 Apr 2004 18:19:02 -0000 |
On Sun, Apr 04, 2004 at 01:28:55AM -0500, William H. Magill wrote: > My guess is that Sun is now formally "in play," (as they say in the M&A > biz), and that one of the Intel based players looking to buy a share of > the server market will snap them up. Most likely candidate -- Dell. That's a fair read, but Dell probably won't bite. Sun doesn't add anything to their value as a commodity vendor. Sun customers buy Sun because of high reliability (yeah, I know), scalability and redundancy. If Dell were to buy Sun, they'd probably bungle the best part of the purchase -- StarCat customers. Dell isn't truly interested in mainframe scalability and server partitioning, nor are they interested in the R&D necessary to keep that segment of the business moving forward. HPQ might be a better suitor, but they'd be loathe to buy another platform only to spend a decade migrating yet another platform over to HP/UX and IA64. IBM's my pick to buy Sun. The reason why it wasn't a good fit before was because of cultural differences. Now, Sun's got no culture left to speak of, and talented engineers are talented engineers. (Plus, there's the Java factor, but that's another story.) > Lets face it, SPARC customers will be "migrated" over to the IA-64 just > as HP-UX and Tru64 customers are being migrated over. Yes, I mean > Solaris running on the IA-64. If Sun doesn't make that commitment, then > it is going to leave all of its SPARC customers high and dry. Sun customers will have to migrate away from SPARC over the long haul. There's no doubt about it. The customer base isn't large enough to support that architecture for more than a couple more years. SPARC probably has just one more generation in it before it goes EOL. But IA64 doesn't sound like the right fit. PowerPC sounds much more reasonable. IA64 is a bad idea that's surprising only with its lack of adoption in the marketplace. If Solaris went that way, the deafening silence would be the last nail in the coffin for both Solaris and IA64. That big whooshing sound you hear will be the massive installed base of Solaris users flocking to Linux, *BSD, AIX and perhaps even Mac OS X. On PowerPC, IBM has both the experience and incentive to keep Solaris moving forward at the low- middle- and very-high-end. IBM could keep some of the key values of Solaris/SPARC intact -- like continuing to run binaries that were compiled ~20 years ago, and maintaining source code compatability and processor neutrality on a third CPU architecture. Who knows? With IBM, Solaris may stay a viable for another 15 years. Z. ObLinux: If IBM does in fact buy Sun, it'll just strengthen IBM's leadership in the IT sector, and give it even greater weight as it pitches Linux and Open Source. ___________________________________________________________________________ Philadelphia Linux Users Group -- http://www.phillylinux.org Announcements - http://lists.phillylinux.org/mailman/listinfo/plug-announce General Discussion -- http://lists.phillylinux.org/mailman/listinfo/plug
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