I questioned PSI's choice of Itanium in the very first PSI analysis I did:

http://www.isham-research.co.uk/platslns.html

Now that discovery in the court case has blown away some of the mist and smoke, 
we can see the
game plan.  It was impossible for PSI to build a support structure like the old 
PCMs had -
there just isn't enough gross margin in the market, perhaps by an order of 
magnitude.

Fundamental (via T3 and CSI - and originally Intelliware) used IBM Business 
Partners and sold
Flex-ES mostly on IBM hardware.  It was obvious right from the start that this 
route wasn't
ever going to be available to PSI.  Competing for the partner as well as for 
the customer?

HP was the only company in the enterprise market with a suitable support 
structure.  And it
seems the guys at PSI wanted to get rich quick by talking up the product and 
market, and then
selling to HP at what I can only describe as a ludicrous valuation.  The 
lawsuit gave HP cold
feet - and the loss of HP caused a major problem.  Itanium is fundamentally an 
HP design -
Intel is merely the foundry and Itanium has virtually no role to play in any 
Intel roadmap.

But PSI was up a gum tree with its code dependency on Itanium - so it went to 
NEC.  A good
product, but a very different support model.  HP is on every street corner in 
Europe - in
Germany, for example, there is only one main NEC office.

When PSI lost HP, it lost a LOT more than the hardware platform.

-- 
  Phil Payne
  http://www.isham-research.co.uk
  +44 7833 654 800

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