Calvine,
C-NET, partially owned by Intel,
Says you are gonna get about 10% improvement.
I think many in the industry are going to be disappointed by that.
More importantly, with the added price cuts from INTC, that means that without a big performance reason to pay up, I think demand for these high-end machines will be low.
Especially in the high end clustered server market.
Let's say you have a cluster of 4 servers.
Why not go with 6 300-333 for less money than 4 400 and you have more redundancy.
Think of clustering and RAID.
Yes these are two completely different things.
But you put them together the same way.
RAID put a big dent in the ultra high-end storage market.
Why pay big bucks for the ultra high end when you can get a RAID and as many little, Little is 14GB now, disks.
Same thing with enterprise clustering.
Why pay the big premium for a couple of 4-8 processor servers
When you can get 4-8 servers for less with much more redundancy.
This is great, Sell more units.
Problem...make much lower margins on each box.
More problem.... Investors hate falling margins.
Once again, this is not important to the stock today, but going forward, I think you will see a lot more clustering of lower end machines to achieve the performance of a more costly single machine.
Go WolfPack,
BTW does anyone have an update on NT-WolfPack or what ever MSFT is going to call it?
Jim |
