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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (40563)11/1/1998 4:20:00 PM
From: Crossy  Read Replies (1) of 1577225
 
Elmer,
I'm quite familiar with price / performance ratios of Server designs and the tpc-Benchmarks. My argument however is UNCHANGED. Basically XEON at 4x is fine but it's not a RISC killer that XEON 8x SMP was supposed to be. Intel finally found the mistake and revamped the XEON as You indicated.

Fact is they lost 6 months. How many more months can they afford to loose ? Their game plan was to be able to compete vs.RISC designs alone - not being joined by AMD in this competitive effort. With K7 in the pipeline, they won't have this market just for themselves.

Of course the future goes with the traded-up X86 camp. We all know that - if we didn't we would invest in SUN or SGI. However we disagree on execution. I said INTC lost half a Year to generate crucial high-end solutions. It will be hard to make up for that..

CROSSY
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