Gordon Haff
Gordon Haff
buying consider deliver focused leverage lined managers market money price research saving spend work
Dell has had a very focused strategy: Don't spend a lot on research and development, leverage the work of others, and deliver cookie-cutter servers and desktops cheaply. That lined up well with the market when saving money was in. But IT managers have to consider more than price now in making buying decisions.
boxes buying coming era good problems run selling solving
Dell has had a really good run selling essentially cookie-cutter rack-mount servers. But the era of solving problems by just buying more boxes is coming to a close.
analysis companies data number starting various
A number of companies are starting to look at supercomputing for various data analysis applications.
asset base great huge protection provides system upgrade
This announcement of yet another no-hassle SPARC system upgrade provides great asset protection to Sun's huge base of applications and customers.
apple difficult increase investment problem
The problem is, to be at that nirvana, Apple would have to have the ISVs increase their investment on Apple hardware, at least in the transition. That is very difficult for Apple.
appear benchmark blue moon numbers particular
Those do not appear to be cherry-picked numbers of some particular benchmark on a blue moon with a tailwind blowing.
channels partners setting supply
Particularly with this kind of niche, this isn't really so much about the box, it's about channels and go-to-market. It's about setting up distribution and supply partners more than it is about the right box.
delusion frequency intel woke
Intel woke up from its frequency delusion and is now going full-bore on dual-core.
backup based general intel products reason shown statements
Intel has shown preliminary benchmarks that backup their general statements about performance. Based on what I have seen, there is not reason to think the products will not live up to their billing.
energy intel strategy
Intel has inconsistently put energy into storage. It hasn't had a real comprehensive strategy in the past.
ability awareness certain code customers elements feedback greater influence microsoft mirror ongoing open openness source visibility
In the sense of having this ongoing awareness of and feedback mechanism, it does mirror certain elements of open source development. If not openness of code and standards, there is greater visibility into what's going on. Customers have visibility more than an ability to necessarily influence Microsoft greatly.
bottom buy choice line market microsoft product
I don't think Microsoft had much choice in the matter. The bottom line is there is not a whole lot of market to buy that product from Microsoft.
assume company financial good paint preferred reality results track until waited
I assume Scott will paint it as things are back on track and the company is in good hands, but I think the reality is he would have preferred to have waited until the financial results were really there.
apple developers intel transition windows
If developers don't make the transition to Apple and Intel, they'll probably be making the transition to Windows and Intel. Intel doesn't have a lot to lose.