Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Process Boy who wrote (74942)	10/11/1999 2:33:00 AM
From: Saturn V	Respond to of 1573439

Ref-<Would it be fair to say that this poses a threat to IBM's Semiconductor Division, as opposed to IBM's "core business", also possibly, R/S 6000-centric business? From what Paul indicates, IBM's Server Division seems to be onboard with Merced > Yes the R/S 6000 centric business and the Semiconductor Division would be hurt, and unfortunately for IBM, they divisions contribute most of the IBM's profit. Merced Based servers would be a much less profitable business for IBM, because it is likely to become a commodity business, a la PC business or Xeon based Servers. IBM can make Merced a more profitable business, by agresively leading the way in integrating Merced better than other vendors.Since that will erode the RS6000 business even more, IBM management will not let that happen. [For the 386 and its descendents, IBM became a me too company. IBM could have leveraged its expertise by making more powerful and better PCs than anyone else, but since that would have hurt the highly profitable mainframe business, IBM PC's continue to be mediocre and bland.]