Posted Tuesday 2nd June 2009 11:55 GMT
Misunderstanding the situation #
Hello analysts, earth calling analysts...
Surely what those numbers reflect is that serious customers of HP/UX, NonStop, and VMS have nowhere to go except Itanium (and non-serious customers have already left the building).
Nobody (almost nobody) buys Itanium through choice, but the people whose businesses need HP/UX, NonStop, and VMS *have* to buy Itanium to get their OS and apps of choice, and in general these folks are not subject to the Wintel "three year rolling upgrade" (without justification) that Dell etc revenues have historically relied on. Now the rolling upgrade has to be justified with business benefits, and guess what there ain't none, but the HP/UX, NonStop, and VMS folks still need their boxes to run new bits of business or whatever...
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