By John Clingan-Oracle on Jan 23, 2007
I've been reading some of the comments over on Jonathan's blog. There has been some concern regarding how this affects AMD. If your a AMD shareholder, it's understandable. Here are a couple of snippets:
| I'm crushed. Years of Xeon bashing are supposed to be instantly
forgotten? This doesn't speak well for Sun's commitment to its
partners. AMD helped turn Sun around and this feels like a real slap in
the face. I don't think its too much to ask for Sun and AMD
shareholders to be given an explanation on why this happened and how it
will effect the entire range of Sun/AMD offerings. -- benr|
|Unfortunately, the SUN+AMD partnership was a big market differentiator for SUN. SUN was seen as taking enterprise computing more seriously while still catering to the low power consumption 64 bit computing world that wasn't ready to spend the big bucks on Sparc everywhere. Now with low end Intel boxes SUN has become just another "everyone else" with the same vision. I realize that SUN is not "giving anything up" but now SUN is making high power consumption boxes with poor 64 bit performance and acting like if they market it enough we might care. So much for being different and standing out. -- Scott Alan Miller|
I'll begin with a question: For how much longer is an AMD-only relationship a positive business decision for Sun? There is no doubt that when we started the relationship AMD was doin' some butt-kickin' and was a serious differentiator. Since then, Intel processors have improved and AMD's partnerships have broadened.
AMD sells chips to pretty much every major server & desktop vendor. AMD knows that volume means everything in their market. Now that the x64 field is more competitive, Sun is broadening its appeal as well. It's a pro-Solaris, pro-Java business decision. Driving Solaris and Java volume broadens the "Sun Ecosystem". Getting Intel Solaris & Java endorsements and engineering meat behind it is a big deal.
All this being said, our Opteron line and investments continue on. Don't consider the partnership anti-AMD or pro-Intel. Again, consider the partnership pro-Solaris and pro-Java. Much like AMD's business relationship with Dell is not anti-Sun.
If Opteron better fits your needs, buy Opteron (from Sun). If Xeon better fits your needs, buy Xeon (from Sun). Just run an OpenSolaris-based distro on whatever you decide, and then run Java on top of that Bias? What bias?