what intc did to the desktop, they will do to the server.
I can't figure how you're so sure of that. INTC, like MSFT, was elected king of the desktop by IBM in 1981. IBM branded INTC's inferior 8/16 hybrid 8088, technically the worst 16 bit processor from that time, with the only stamp of credibility that corporate America could swallow. Dumb ole sh*ts from the previous generation of IT managers didn't know or care what a PC was, but knew it was OK if it said IBM on it. Today's Pentium III still supports the critical LAHF instruction (as does the Itanic). INTC has become good at many things and Grove is a savvy manager, but they're still basically riding that 1980 monopoly-conferring design win, as are Bill and Steve in the software department.
Things are different now. For one thing among many, the 8088 was simple enough so that two kids in a garage could write all the foundation software required. The Itanic is far from that, and Microsoft is more a marketing company than an engineering company. Intel not only has to bring off a multifaceted engineering/logistics feat that's three times harder than anything they've done, but they need your buddies Bill and Steve to do the same (only for them the required difference might be an order of magnitude). You take the two fractional probabilities, and you multiply them.
I'll bet on the entry that's already shipping, thank you.
--QS |
