“The very first fruits of that acquisition are what we're announcing on Monday. The advantage has to do with packaging and the density of the computing infrastructure -- how you place the stuff in the box to get better performance at higher speeds and with cooler operation. Our view is that Andy Bechtolsheim is to enterprise computing what Steve Jobs is to consumer computing.”
“[The financial-services market is the current battleground. Sun says 40 brokerages, exchanges, and financial-services companies are testing its new Galaxy platform, which is designed to win back customers in an industry that had been its core strength.] Not too long ago, the word on Wall Street was, 'How do we port away from Sun?' ... But now, the buzz is back.”
“It was becoming a real issue for them [Oracle]. They heard from customers they needed a new way of thinking about multi-core without treating each core as a separate processor.”
“HP can't correct the systemic problems in its enterprise computing business simply by changing CEOs. There is no magic wand HP can wave to erase years of neglect and failure to invest in its IT business,”
