"Intel Should Sell This Operation to HP"
http://www.fool.com/investing/value/2010/04/06/intel-should-sell-this-operation-to-hp.aspx

[ Preface:  Remember that SGI, among others, also sold Linux in their Altix
solutions. ]

"According to market research firm IDC, only around 5% of Intel's
Itanium\
 chips end up running Windows software, making it one area where Linux
 beats Microsoft with a 29% market share
 ...
 Microsoft, Red Hat, and others will continue to support their Itanium
 customers for a few years, but won't be looking to add any new accounts.
 ...
 HP might want to take the Itanium off Intel's hands and then outsource
 manufacturing back to Intel or perhaps, if they can support production,
 a third-party foundry like Taiwan Semiconductor Manufacturing
 (NYSE: TSM). I mean, it's pretty much HP's baby by now anyway, and
 HP has the conglomerate-tinted chutzpah to make it work."

I think we'll see articles like this as IA-64 considerations have their last
hurrah.  The market has really never been much more than one vendor,
providing everything from bottom to top.  Just the realities of the product.


 
----- Original Message ----

From: Bryan J Smith <[email protected]>

The few vendors with their own vertical stack -- from one-off
hardware up to the end-user applications -- will likely continue
to develop such solutions for their own, product needs. 
So if IA-64 is still your bag, then vendors like Fujitsu are definitely
who you should be talking to for _future_ hardware/platform
considerations.  For existing RHEL 5 installs, you're covered until
2014.

While these are far from commodity, one shouldn't assume
that Red Hat is not involved at any point. It does not have to say
"Red Hat(R)" on the box to have various developer involvement.
It is not uncommon for hardware-software vendors to have
extended relationships in these cases, although the "branding"
requirement is not something that Linux vendors push like, say,
a Microsoft. ;). Because in the end, these one or two vendor-only
platform/stacks are really on the shoulders of the hardware
vendors, and are far from commodity development.

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