neo,
Re: Intel will be happy if they can keep good margins in the PC space, and somehow keep ARM out of that.>
I think they'd be *THRILLED*, but I doubt they will be for that reason.
IMO, X86 is going to have to get cheap. $200+/chip for volume sales isn't going to work, and I don't think $50/chip is going to work in ~ 3 years, though I've been known to be wrong.
The RISK set I thought would take over by the late 1990s didn't, and the MISC looks to have a ways to go also.
Volume had a lot to do with that, IMO, X86 was produced in vastly greater numbers, the research could be split to nickels on the chip....
Now it's the various RISCS and getting to be some MISCS. I don't think that any of them are greater in individual production, but I do think their knowledge curve has overtaken the X86 curve.
Who around here does program the various RISCS/MISCS? What's your opinion? Had I believed Combjelly back in the '90s I'd be a multi-millionaire instead of just a millionaire.
We'll see, I guess, in the next 5 or so years.
Only bets I have, in the area of chips and computers, are a couple of hundred calls for AMD 01/2016.
PB |
