IDC reporting...
According to IDC's updated forecast, multicore and virtualization will cost the x86 market more than 4.5 million shipments and $2.4 billion in customer spending between 2006-2010. Overall, x86 shipments that were once projected to increase 61% by 2010 are now facing just 39% growth during that same period.
"The server market is at a crossroads and customer buying behavior is increasingly driven by the strategic business benefit of the IT investment rather than a singular focus on cost containment," said Matt Eastwood, program vice president for IDC's Enterprise Platforms Group. "In today's business environment, it is clear that technologies such as virtualization and multicore are particularly important enablers for the consolidated IT infrastructure IT organizations are increasingly seeking to deploy."
Good news is that the consumer is greatly benefiting from these innovations but it does impact:
- Software: Licensing issues, like Oracle RAC which is SMP friendly but prohibitive licensing can impact the sales and competitors like Redhat might just offer clustering technolgoy that might undermine RAC.
- Hardware: This is a no-brainer as the less you sell the more you are tempted to get into serious hyper-disruptive moves. Look at Cisco they are getting into the storage market as storage is going to be necessary when firms (big and small) will start working on their development,test, staging and production environment. (OTAP voor mijn nederlander vrienden)
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