Comments on: Sun wants to “Change the Planet”

By: Intel Inside the Sun at Nyquist Capital

Intel Inside the Sun at Nyquist Capital — Mon, 22 Jan 2007 21:42:54 +0000

[...] With Sun and Intel broadening their relationship, I expect Sun to move completely away from internally developed silicon. I outlined why this would take place over a year ago (see Sun wants to Change the Planet), and the arguments are more valid today given the progress and commitment Intel made towards multicore architectures. [...]

By: Intel - CPU Roadmap Looking Good at Nyquist Capital

Intel - CPU Roadmap Looking Good at Nyquist Capital — Fri, 10 Nov 2006 17:40:39 +0000

[...] The real loser here? Sun Microsystems (SUNW) and their build-their-own CPU strategy pulled from the playbook of virtually every computer company that went out of business in the last 20 years, something we pointed out six months ago. [...]

By: Impressions of a Data Center at Nyquist Capital

Impressions of a Data Center at Nyquist Capital — Tue, 28 Mar 2006 14:49:19 +0000

[...] Power and Heat. Customers told me over and over again about how power consumption was important, but standing in a room 1/2 the size of a football field stuffed with servers drove years of customer comments. I could feel the cool A/C blowing in the room, but it felt like it was barely winning the battle against all of the heat I felt radiating from the racks as I stood close. Peter informed me that for some of the customers in the building, the power bills exceeded the cost of the square footage they leased. Each customer pays for the electricity their installation uses, and given all of the exotic measures taken to prevent an outage, it costs 2-3x times what you pay per Kilowatt at your home. A PC that costs $10 a month to operate in your home would cost $30 in this data center. Google has published papers on how electrical costs are closing in on actual hardware costs, while Sun Microsystems (SUNW) is betting the company on this metric in a bold bet against commodity Intel (INTC) and AMD (AMD) CPUs. [...]

By: It’s Official - CPU Wars Over at Nyquist Capital

It’s Official - CPU Wars Over at Nyquist Capital — Tue, 10 Jan 2006 18:41:48 +0000

[...] UPDATE – Someone Tell Sun! // Used for showing and hiding user information in the comment form function ShowUtils() { document.getElementById(“authorinfo”).style.display = “”; document.getElementById(“showinfo”).style.display = “none”; document.getElementById(“hideinfo”).style.display = “”; } function HideUtils() { document.getElementById(“authorinfo”).style.display = “none”; document.getElementById(“showinfo”).style.display = “”; document.getElementById(“hideinfo”).style.display = “none”; } [...]

By: Martin Borsmith

Martin Borsmith — Mon, 12 Dec 2005 15:11:32 +0000

You should do a better job fact checking – what Sun just announced is 5 TIMES more power efficient than the Intel lineup, and even greater against IBM’s (now appropriately named POWER5).

That, along with AMD’s outstanding performance, is what’s causing Intel to have to lower estimates and lose share – they are entirely failing to execute so well. Sun has done some remarkable innovation (memory controllers on the die of the CPU, along with security infrastructure giving enc/dec benchmarks that are unbelievable).

Me, I’m thinking Sun’s doing some remarkable stuff – while Intel’s resting on its laurels and being the leader in technical lethargy.

[Nyquist Note - Email to poster requesting source of performance data bounced.]