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AMD design will kill competition

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February 9, 2004 9:00:27 PM

<A HREF="http://www.theinquirer.net/?article=14038" target="_new">Click to read</A>


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February 9, 2004 9:13:40 PM

That's a bit gloomy; perhaps some mad person will build a supercomputer cluster out of ARM based PDAs and slay the evil x86 monster...

If a tree falls on coop, but noone is there to hear it - do less people rejoice?
February 9, 2004 9:50:36 PM

I read it, and I don't believe it. Neither IA64, SPARC or Power are going anywhere for at least another decade. intel and HP would rather die then give up IA64 -seriously, imagine being an HP customer that is now being forced to shift from PA Risc to IA64.. are you going to tell this customer IA64 will be put on life support ? Don't think so.. if IA64 dies, so does HP in the server market. Sparc is also very much alive and kicking... well, its roadmaps are. And Power, if anything, will gain marketshare, just look at those PowerPC based consoles (PS3, Xbox, ..)

Nah, x86-64 is not going to take over the world; software is just too important, if it werent, SPARC would have been dead and burried for years. Marketshares may shift further in favour of x86(-64), probably at the expense of PA Risc (EOL), MIPS (EOL), Alpha (EOL) and SPARC, but that has been happening for the last decade or so. If anything, x86-64 may stop IA-64 from conquering the entire PA Risc, MIPS and Alpha market.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
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February 9, 2004 10:28:39 PM

(I've read that before already)

Wow, that is one ambicious prediction!

One that is so bold and daring that I think I'll dismiss it for the time being. I could be wrong, but... don't think so.

<i><font color=red>You never change the existing reality by fighting it. Instead, create a new model that makes the old one obsolete</font color=red> - Buckminster Fuller </i>
February 9, 2004 11:42:43 PM

Interesting view on the influence of AMD beating out Intel for a cheap 64-bit chip. Could be true, but Intel will always have the fastest processor ;) 

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February 9, 2004 11:59:21 PM

Always is a long time and did they ever really?
(Depends on the context I suppose.)

The loving are the daring!<P ID="edit"><FONT SIZE=-1><EM>Edited by Flinx on 02/09/04 09:00 PM.</EM></FONT></P>
February 10, 2004 12:56:51 AM

Minor nitpick from the artical: "PC" isn't [is not] an architecture. An Apple G5 is just as much a PC as an Athlon box.

Captainnemo, that is a very mean sig. Has coop done something especially mean to you or is it a pleasant joke?

== ==
February 10, 2004 1:35:25 AM

To a certain extent, I do wonder why we cling onto PC to define a non-MAC computer. Personal Computer, PC, is not that "personal" anymore really. I kinda agree we should drop seperating MACS and PCs to define categories. Maybe go along x86 PCs and MAC PCs.

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February 10, 2004 1:40:54 AM

AMD's main competitor is Intel. I don't see any possibility for AMD to kill this competitor. Unless maybe MicroGate is willing to invest many $$ on AMD. But by the look of Windows64, the possibility is close to none.

A fine day!
February 10, 2004 2:38:41 AM

HP released new Itanium servers.
February 10, 2004 2:46:15 AM

Amd is unlikely to even injure Intel, but once Intel comes onboard, A64 will be the death of 32 bit computing.
I think it unlikely that Amd will gain more than a few points of desktop and server marketshare. Just the same, this would be good for us as users. Profit margins would be the big loosers.
February 10, 2004 5:03:39 AM

oh it could happen, but intel would have to make some serious mistakes and amd would have to make some very cunning moves.

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February 10, 2004 6:14:02 AM

Sun have severe lose during last year it cost them too much to produce there CPU.There roadmap is totaly unrealistic i be willing to bet my ball that sun wont get even close to there roadmap.They still not want to shift to linux for there slowpoke.I dont see any more new sun customer, most are running away or they are on life support and legacy support.Sun is allready a minor player that dont have any impact.

Just to show dad
February 10, 2004 6:41:31 AM

You are more than a little exagerrating here. Sun a minor player without any impact ? In 2002, they where the biggest oem in the unix server market, with a 38% (!) market share well in front of HP (30%) and IBM (21%). Sun is a relative minor player in the lintel market, but they are very much alive in the risc/unix market, even if their marketshare is crumbeling and they are bleeding money.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 10, 2004 3:07:05 PM

They Sun released Ultra Sparc IV.
February 10, 2004 3:39:32 PM

Go Spitz!! I only been saying that if your not 64 your no body anything Intel does from now on is totally pointless unless they bring out a 64 the Japanese and Chinese love toys and they will write an OS for the 64's if M$ does not.

Intel is in real trouble and all the modifications they do to any existing CPU hardware is a total waste of time.

A yellow cat is still a yellow cat even if you paint black stripes on it. Intel is running out of water colours and the paint by number trick is wearing thin.

Hey spitz there are more reliable sources then the Enquirer but everyone knows what was posted there is the truth anyways.

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February 11, 2004 4:57:03 AM

There market share is fake

Just to show dad
February 11, 2004 5:22:18 AM

LOL.. just when you think you hear it all.. sure its fake, juin

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 8:23:38 AM

There some old US3 that are sold they are consider as a server.

Just to show dad
February 11, 2004 9:16:07 AM

You mean like this tiny US3 box they still sell:

<A HREF="http://www.sun.com/servers/midrange/sunfirev1280/images..." target="_new">http://www.sun.com/servers/midrange/sunfirev1280/images...;/A>

Yeah, funny, they call it a server! Wel it is kind of big to call it a PDA really.. and 4-12 cpu's and up to 96 GB or RAM hardly qualify it as a destop either.. what would you call it ?

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 9:44:11 AM

>http://www.sun.com/&lt;b>desktop</b>/workstation/sunblade150/

Who ever said this was a server ?

>http://www.sun.com/servers/entry/b100s/

A blade server; very very much a server. what is wrong with it ? More then 5 cpu's per U. you think this is a portable or what ?

Wether or not these are the latest, greatest fastest systems around is not the issue here. Fact is, Sun is market leader in the Unix server market, period. wether they achieve that by selling 200 MHz obsolete units with 10Mb LAN doesnt matter a damn, as long as it outsells shiny VLIW of Power processor based systems by revenue.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 6:39:36 PM

Quote
IBM had $1.45 billion in fourth-quarter revenue, up7 percent from a year ago and 10 percent from the prior quarter. HP had $1.12 billion in revenue, up 11 percent from a year earlier and 23 percent from the third quarter. Sun's server revenue was $677 million, off 27 percent from a year earlier and 3 percent sequentially, while Dell had $531 million, up 37 percent from the fourth quarter of 2001 and 7 percent from the third quarter.

end of quote

In the unix market it only a question of few quarter before HP take the 1 place.I guess itanium is not going that bad if HP is gaining in overall.
http://www.sun.com/servers/entry/v880z/

It said it vizualation server.HPC or server ??

Just to show dad
February 11, 2004 6:43:54 PM

Quote

>http://www.sun.com/desktop/workstation/sunblade150/

Who ever said this was a server ?

>http://www.sun.com/servers/entry/b100s/

A blade server; very very much a server. what is wrong with it ? More then 5 cpu's per U. you think this is a portable or what ?

Wether or not these are the latest, greatest fastest systems around is not the issue here. Fact is, Sun is market leader in the Unix server market, period. wether they achieve that by selling 200 MHz obsolete units with 10Mb LAN doesnt matter a damn, as long as it outsells shiny VLIW of Power processor based systems by revenue

end of quote

So if a take a old P2 with 512 mb and a 1000 bps..Yes it serve officialy but do you will call it a server.Does you definition of server is a bit higher.

Just to show dad
February 11, 2004 6:55:55 PM

>So if a take a old P2 with 512 mb and a 1000 bps..Yes it
>serve officialy but do you will call it a server.Does you
>definition of server is a bit higher.

If you manage to sell enough of those rackmount machines with a Unix OS to the corporate server market to achieve $5 Billion a year turnover, yes, you'd be very much a player in the this segment. Wether or not you achieve that with Motorallo 6800's or Itanium 8-64 MB 's is rather irrelevant. Pentium 2 might exclude you from those statistics though, as RISC/Unix is generally separated from x86 (which usually run Windows or Linux).

Either way, my original point was that stating Sun in not a player in this market, is simply nonsense. One can argue wether or not they are still the market <i>leader</i>, but they are definately a major player.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 7:00:23 PM

>it said it vizualation server.HPC or server ??

I assume when those analysts talk about "server market", that includes HPC, and anything rackmounted. There is no perfect line to be drawn; does one call a Celeron box running Windows NT hooked up to a network printer as printserver or local fileserver a "server".. ? Depends on how you define the word I guess.. not too interested in debating that.

= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 7:41:57 PM

I dont wont to start a argumantation on what is a server.You get my point anyway.

In 95 30% of supercompter were using US cpu now it a bit less that 5% and 0% if you just take new systmes from the last 2 year.Solaris market share is in decline.US cpu market share is in decline.In revenue there are in a major decline and huge lose more that 2 billion in 2002.They getting nowhere.I wont be surprise if NEC will be bigger in 2 year.There price performance is 1/2 of Itanium from low-end to high end on any market.

Just to show dad
February 11, 2004 8:25:38 PM

There is no question they are in decline and loosing money. fact is, they still have a pretty huge installed user/customer base, and they still turn over north of $5B which is quite a lot of money in that market. They also have cash reserves that rival IBM's, so while suffering, they are not going anywhere anytime soon. Time will tell wether or not their agressive roadmap will be achievable, and wether or not it will turn the tide, but for the last time: they are still very much a major server vendor. in some niches like telco's, they pretty much own the market, even today in spite of posting losses and declining sales/marketshares. Don't be too quick to count them out.

>Their price performance is 1/2 of Itanium from low-end to
>high end on any market.

There is more to performance than SPEC. Sun rules when it comes to I/O. some market really don't need powerfull cpu's, but they need massive I/O. And obviously, for anyone running mission critical enterprise software under Solaris, its probably a lot cheaper to spend twice as much money on slower SPARC kit, than to migrate to a new platform.


= The views stated herein are my personal views, and not necessarily the views of my wife. =
February 11, 2004 9:15:27 PM

Sun use the I/O technologie that anyone do.Intel develope new I/O unlike sun.Even AMD do more developement across IO that sun.
I wont be surprise that SATA PCI EX take over old type IO on the low-end.

Just to show dad
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