Intel cowers in the face of AMD legal strategy

G

George Macdonald

Obvious? Point me to the slam dunk study that led you to that
conclusion, please.

It's common knowledge - look at product literature. GEEZ!
I don't think VIIV has anything particularly to do with low power,
other perhaps than fanless operation for home theaters. Apple will be
putting the same marketing stickers on its computers as Dell? I doubt
it very much.

What is Intel *really* going to produce for low power products? Enough
to get by, I'm sure.

Intel is gearing up for a fight over the consumer electronics space.
Both VIIV and the Apple deal are a part of that, and I'm sure we
haven't been told the real story.

Yep, Intel can't seem to leave the consumer space alone; despite having to
abandon the LCoS boondoggle they are determined to make a mark. As a
component supplier, it doesn't seem to fit IMO - kinda like Valeo or Delphi
trying to make a name for themselves in the auto market. With few
exceptions, such as video screen technology, the buyer doesn't care about
the details inside the box.
Cray may survive, or not. SGI may survive, or not. *Somebody* will be
making high-performance clusters with Intel chips, and IBM will be
building what it calls supercomputers whether it makes money doing it
or not. The future is racks of no-name hardware with Intel Inside
stickers. If there is anything fancy, it will be a switch.

In the MP space, yes there will be tight clusters of x86 and AMD64 is a
strong candidate for the foreseeable future there - sorry to prick your
balloon but that's what's happening.
The future wouldn't have to be so unexciting. Japan is apparently
willing to spend money on something more interesting. If somebody put
the money on the table, IBM could build somthing really interesting,
too, but it wouldn't be using x86.

Japan will eventually run out of money/enthusiasm there I feel - merchant
chips is the future because that's what "people" can afford.
In the meantime, the only safe bet is Intel.

Put away the Intel slogan ticker machine.:-[]
 
R

Robert Myers

George said:
It's common knowledge - look at product literature. GEEZ!

It's not common knowledge to me, and I wouldn't have a clue as to what
product literature you are so blithely directing me to examine.

Yep, Intel can't seem to leave the consumer space alone; despite having to
abandon the LCoS boondoggle they are determined to make a mark. As a
component supplier, it doesn't seem to fit IMO - kinda like Valeo or Delphi
trying to make a name for themselves in the auto market. With few
exceptions, such as video screen technology, the buyer doesn't care about
the details inside the box.

I'm not so sure it's Intel being determined to make a mark as much as
Intel realizing it has to make a stand. I can envision all kinds of
futures, and while I can't envision one in which any of the major
players (IBM, Intel, Microsoft) goes out of business, I can easily
imagine somebody taking a *very* big hit. I'm pretty good, usually, at
explaining the obvious, but Bill Gates outdid even what I might have
come up with to explain to Intel just how vulnerable it is--and
Microsoft has a game box, too, and Intel doesn't make the processor.
In the MP space, yes there will be tight clusters of x86 and AMD64 is a
strong candidate for the foreseeable future there - sorry to prick your
balloon but that's what's happening.

Of course there will be people using AMD64. The evidence, though, is
that Intel will dominate that market just like it dominates all other
segments of x86.
Japan will eventually run out of money/enthusiasm there I feel - merchant
chips is the future because that's what "people" can afford.

Every shred of experience so far says so.
In the meantime, the only safe bet is Intel.

Put away the Intel slogan ticker machine.:-[]
Only my opinion. You really shouldn't get so exercised over someone
having an opinion that's different from yours.

RM
 
D

Del Cecchi

Robert said:
Del Cecchi wrote:




I've been noting the Blue Gene sales. I've talked to people who like
it. I think it's obvious why I don't.




Seems like somebody has to lose out big time here, but I sure wouldn't
want to be placing any bets.

Not placing a bet on Cell is easy, until there's actual hardware in the
marketplace. There's somebody nosing around IBM's message boards
asking just about the same questions I would ask and being promised
answers real soon now, as far as I can tell. I do appreciate the links
you posted on comp.arch.

RM
There is reportedly a "cell evaluation platform" which is a blade-center
form factor thing "IBM BladeCenter® form factor, dual-Cell processor
blade for evaluation of the Cell architecture,
early development work and application demonstration" said to be
available through E&TS. Don't know what it costs.
 
G

George Macdonald

It's not common knowledge to me, and I wouldn't have a clue as to what
product literature you are so blithely directing me to examine.

Back when the Apple "announcement" was made, the story was that Jobs
criticism of IBM was the lack of a faster notebook CPU... along the lines
that their Moto/Freescale (as per Yousuf's correction) notebook CPUs were
only 1.8GHz and Intel had faster - there *was* mention of 3+Ghz. The point
is that Intel did not have and still doesnt have substantially faster -- OK
they have 2GHz P-Ms but 200Mhz is nothing to fret about and there are
damned few of them in currently available Intel-based notebooks; the 3+Ghz
notebook CPU excuse was a crock.
I'm not so sure it's Intel being determined to make a mark as much as
Intel realizing it has to make a stand. I can envision all kinds of
futures, and while I can't envision one in which any of the major
players (IBM, Intel, Microsoft) goes out of business, I can easily
imagine somebody taking a *very* big hit. I'm pretty good, usually, at
explaining the obvious, but Bill Gates outdid even what I might have
come up with to explain to Intel just how vulnerable it is--and
Microsoft has a game box, too, and Intel doesn't make the processor.

How can Intel make a "stand" in a market where it has no current
presence?... not to mention with devices where it has little or no
experience or expertise - again talk about hubris. Besides, the consumer
appliance space is a dumb move IMO - that space is littered with the
corpses of blue-chip U.S. corps from the 60s & 70s. How many times has
Motorola come to the brink because it can't leave it alone?
Of course there will be people using AMD64. The evidence, though, is
that Intel will dominate that market just like it dominates all other
segments of x86.

Your evidence... gathered from who knows where? The point is that AMD is
gaining a substantial portion which they didn't previously have and the
momentum is gathering - nobody needs 100%, except for Intel and again,
their hubris. Even software companies which wouldn't have dared mention
anything but Intel as a platform are now according at least equal weight to
AMD64.
Every shred of experience so far says so.

How many of those things can the Japanese build at huge losses and with
enormous govt. subsidies?
In the meantime, the only safe bet is Intel.

Put away the Intel slogan ticker machine.:-[]
Only my opinion. You really shouldn't get so exercised over someone
having an opinion that's different from yours.

Ditto.
 
R

Robert Myers

George said:
How can Intel make a "stand" in a market where it has no current
presence?...

That's one way of looking at the marketplace, but not one that I would
have chosen. PC's already have a significant presence in home
entertainment, and Intel is betting that presence will grow.

I don't know how Dell has been doing with large screen TV's, but I
don't know of anything that Dell doesn't seem to be able to sell, and
I'm sure that Intel is counting on Michael to figure out how to move
whatever it is they're going to try to sell.
not to mention with devices where it has little or no
experience or expertise - again talk about hubris.
Apple.

Besides, the consumer
appliance space is a dumb move IMO - that space is littered with the
corpses of blue-chip U.S. corps from the 60s & 70s. How many times has
Motorola come to the brink because it can't leave it alone?

Intel really has no choice. Somebody is going to lose.

RM
 

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