Seems Carly is selling Solaris now.
Interesting piece was meant to create Fear Uncertainty and Doubt.Odd how Carly mentions Janus and declares it a liability, seems to me she just advertised this capability for Sun. Also HP paints a nice picture of Suns beginning position in the x86 market because well, Sun *IS* beginning in this market. Seems HP paints a nice upside picture for Sun.
Fact 1: Solaris on SPARC and Solaris on x86 are not binary compatible. 
Well Duh! They are two different CPUs so its pretty obvious they won't be binary compatible but then QEMU does run under Solaris so it might not be long. They are however largely source compatible, Endian issues and assembly code aside. One would guess that HPs products Linux, Tru64 and HP/UX aren't all that binary compatible either particularly when they run on different CPUs. I'd wager they aren't quite source compatible either. Wasn't there's something about people in glass houses ...
Fact 2: Sun’s proprietary Solaris on x86 (Opteron® and Xeon®) has not been widely accepted by the marketplace. It has just 0.25% share of total x86 units shipped world wide. 
Well this is also true and freely admitted by Sun but the last x86 system sold by Sun IIRC was the Sun 386i. Now Sun has a whole lineup of x86 products battling head to head with HP. Watch out Carly. Not only that but with OpenSolaris its all going to be Open. After that Solaris can never die. What's the bet there's a community port to HP Itanium/Alpha/PA-RISC Hardware looming someplace in the future. Might be better than HP/UX Carly - make a good replacement.
Fact 3: Sun’s so-called Linux compatibility on Solaris x86, Project Janus, requires Linux bits to work.
Um yes also true, pity I can't add the same bits to my nice proprietary HP/UX box for the same purpose, Interestingly, Under Solaris I have a nice container to run linux apps in a nice isolated virtual machine, instead of my needing to buy yet another HP box to get Linux + HP/UX in my shop
Fact 4: Sun needs to promote Solaris. With Linux, Sun is a minor player in with no differentiating value and has just 2.3% worldwide revenue share. 
Dunno about these numbers but I think it depends on what stats you look at and whether you consider Solaris is in competition with linux. It's not, Sun are not in competition with Linux they're in competition with Redhat. Since when does Redhat=Linux.
When it comes down to it Sun don't really care what you run on the hardware they sell to you. Could be Windows for all they care and Sun actually sell Linux if you want it.
It does seem to indicate though there is just a little upside to Suns market in this segment. I wonder what the Unix server Fortune 500 stats look like for x86 and Sparc combined. Seems to me also that Solaris with Zones, ZFS and D-Trace and trusted Solaris, provides a pretty good differentiating factor to HPs Also-Ran Linux strategy.
Lets now suggest that OpenSolaris Ports to Power, Itanium and MIPS we could see Solaris running on all of SGI's, IBM's and HP's premium hardware. Personally I think HP should give up now, Sell HP/UX and True64 to Sun (well after all they're no longer interested in it) and contract Sun to provide their commercial OSes from here on in. It's real interesting to note, by the way, that with the advent of OpenSolaris HP could theoretically create their own Solaris distro, create their own line of AMD/64 servers complete with an industrial strength OS all thanks to Sun Microsystems... C'mon Carly, the games up.
Fact 5: Switching from SPARC to x86, Sun now struggles to become a relevant player for x86 systems.
I don't see a lot of evidence for this. I wouldn't say that Sun is switching, rather more "Embracing" what is to become the dominant technology AMD/64. Does HP/UX or Tru/64 operate in this market or just HP's "also-ran" linux offering, how exactly do HP differentiate from Redhat in this market. I would say with recent announcements that HP is "Switching" to Itanium and Linux and trying to drag their entire customer base along
Fact 6: Linus Torvalds was quoted as saying, "Solaris/x86 is a joke" 
Nice little one-liner there, but, well, yes he did say that, an unfortunate off the cuff remark. If you look at the context of that article Linus said he had not looked recently at Solaris and simply pointed out that Solaris is irrelevant to Linux Kernel development, and so it is, Linus has his own priorities. I wonder if they're the same as HP's.