Greg Lindahl wrote:
On Tue, May 27, 2008 at 04:12:35PM -0400, Joe Landman wrote:
For them to be successful, they need customers to buy machines, which
usually means getting commercial codes onto them.
I think you're looking through the lens of your customer base. A large
Quite possibly.
number of clusters never run commercial codes, and some commercial
True. They tend to be low margin commodity clusters that are very hard
to support "value added" companies atop though.
codes come with source. So the addressable market is still pretty big.
Well... the TAM is "large" in some sense, but the margins in the
academic/research market are nothing to write home about. It is hard to
build a (venture backed) company servicing those markets.
Orion never really hit the critical mass it needed to convince major
ISVs to buy into it
Orion had poor price/performance. ISVs were a symptom, not a cause.
I agree they had poor price performance. ISVs always (have to) ask the
question: "how will this help me increase my revenue". If the vendor
can't answer that, or doesn't have a good answer for this ("our hardware
is cool/purple" is not an answer) expect to be met with skepticism about
prospects.
I wasn't implying that ISVs were the cause of their demise. I was
implying that they couldn't build a convincing case for them to get on
board.
-- greg
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--
Joseph Landman, Ph.D
Founder and CEO
Scalable Informatics LLC,
email: [EMAIL PROTECTED]
web : http://www.scalableinformatics.com
http://jackrabbit.scalableinformatics.com
phone: +1 734 786 8423
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