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Politics : Formerly About Advanced Micro Devices

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To: Duncan Baird who wrote ()	5/8/2000 4:26:00 PM
From: chic_hearne	Read Replies (2) of 1587079

I need some help here. thread, This Thursday I am going to a speech by IBM's "Director of Server Consolidation". This is my opinion, and my opinion only, so don't take this to mean IBM's opinion. IBM has been a big supporter of (sh)itanium from the beginning. It is my opinion that IBM wanted to get out of the processor game and move to the IA64 platform. INTC's inability to deliver on time has thrown a monkey wrench in this (wasn't itanium due out in the summer of 1998?). Now, I feel IBM is in a catch 22 position. I don't think we want to make processors anymore, but IA64 has been an utter failure. We are designing a SMP board for IA64 (this is why I question IBM's desire to continue to make processors). Why would you develop a SMP board that will compete with your own platform? So, over the last few years the POWER3-II has become the best processor on the market. It now destroys anything that SUNW has to offer. What now??? Does IBM walk away from the POWER3 platform? I don't see how they could, it blows away anything anyone else has to offer. The (sh)itanium's future is questionable at best. I think 2-3 years ago we had a dream of being on the IA64 platform now. Things haven't worked out. Anyways, this "Director of Server Consolidation" will be here and I can pry her for some good information. I want to sound well informed about the IA64 platform. What are the problems? What is obvious to me is lack of copper, pipe dream of a process shrink/move to copper at the same time, and a huge die size. If anyone has good questions I could ask, let me know. chic

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