I was chatting with an analyst friend today and he asked me what I thought about Verizon choosing Seamicro. Here is the press release.
Verizon Selects AMD’s SeaMicro SM15000 for Enterprise Class Services: Verizon Cloud Compute and Verizon Cloud Storage
We shared our knowledge of how many sea micro boxes were being used at various customers we knew and our numbers matched.
Here is the question that almost never gets asked. In the same way that Airbus made a major win over Boeing getting JAL to buy the A350 and the news hits the WSJ. There is clear announcement of the number of planes bought, and the options acquired for future deliveries.
JAL ordered 31 A350 jetliners carrying a catalog price of ¥950 billion, with an option to buy 25 more of the long-distance planes, the companies said Monday. Deliveries will start in 2019 and roll out over six years.
When the hardware vendors start having press releases that identify the number of units sold over what period then we can judge whether the deal is a big one or not.
What we don't know is what is the rest of the hardware in Verizon's Cloud. Is SeaMicro 1% of the units? 2%? 5%? 10%? 25? of the total server count. We don't really know and if you don't know, then why should you think the announcement has an impact on the way you do business.