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

To: Tony Viola who wrote (123121)	8/27/2000 11:48:39 PM
From: chic_hearne	Respond to of 1584791

Re: IBM has much more powerful chips today than Sun but they can't seem to market their way out of a paper bag vs. Sun Tony, Has it always been as bad as it is today though? A 24-way is beating their best 64-way on every benchmark. I knew IBM always had a lead, but not by that much. Since October, the S80 has been outselling the E10000 on a 3 to 1 margin. IBM didn't roll out it's new chips until this spring in the low end and I read that they gained more marketshare in workstations than Sun did over the past few months. It seems like things are starting to pick up for them. The industry loves standards and right now, industry standard Intel based servers are the fastest growing server line there is. Any OEM that moves away from Intel would be foolish. I deal with people almost on a daily basis that are begging to move away from Windows servers. After a while, they seem to be realizing that downtime isn't worth what they save by going with Windows. I think this is a factor of size, and I also only deal Web servers. They seem to be real happy with Linux though (Intel based). BTW, MHz or GHz aren't that important in database servers You can say Ghz doesn't matter, but that's only true if things are roughly equal. When a 24-way beats a 64-way and costs hundreds of thousands less, it is a BIG deal. Hence, it's outselling them 3 to 1 for that product. chic

To: Tony Viola who wrote (123121)	8/28/2000 12:55:29 PM
From: hmaly	Respond to of 1584791

Tony Re..<<<<Compaq cancelled Win64 on Alpha development. They are counting on IA64 strongly for that, as are the all the other major OEMs. <<< I think the major OEMS were counting on IA-64, but after 7 yrs of waiting, many (IBM, SUN, HWP), are deciding Itanic is not worth the wait. Especially after HWP and IBM said that VLIW would have problems. Even Intel says the follow up will be better next yr. Hardly the type of endorsement to make anyone want to ditch their current OS for IA-64. Thats the problem. The IT managers need a reason to switch, Itanic is falling short. <<<IBM's powerfour chip will eat Itanic for lunch; IBM has much more powerful chips today than Sun but they can't seem to market their way out of a paper bag vs. Sun. One of their top two server lines, Netfinity, is all PIIIs and Xeons. The industry loves standards and right now, industry standard Intel based servers are the fastest growing server line there is.<<<< I think it is interesting you don't dispute Powerfour will eat Itanic for lunch, but say IBM won't market them well. A premature statement right now, and a bit brash considering Intel's PR dept has taken a beating lately. How many more introductions like I820, I840, Rambus, 1ghz, 1.13 ghz launches can Intel sustain, and still remain credible. And the Intel Xeons , while a good buy right now, are also nearing EOL. Frankly, Intel needs a great P4 launch to restore credibility and keep the power it has in semis. Without it, Intels ability to pull off IA-64 will be severely weakened. Without it, Intel's decision to diversify may well be a necessity rather than an option.