By: Doug S (foo.delete@this.bar.bar), January 29, 2013 7:20 pm
Room: Moderated Discussions
David Kanter (dkanter.delete@this.realworldtech.com) on January 29, 2013 1:52 pm wrote:
> Which is one reason why I don't understand AMD. I'd think an 8-16 core Jaguar variant would be fine for
> microservers. ARM cores aren't going to buy you a huge advantage, and x86 compatibility is a big sell.
Hype and perception? The belief that ARM CPUs are better for low power applications, whether true or not, influences the hype they get which in turn influences investor sentiment.
If AMD had introduced cheap many core Jaguar variants they'd get hammered by Wall Street even more than they have been, because it would be seen as cannibalizing their current x86 line which already have margins too low compared to Intel's. The ARM announcement propped up the stock price and will help them live to fight another day just a little bit longer.
One need only look at Apple getting hammered last week after reporting record and still rising profits, and Amazon shooting up nearly 10% in after hours trading today after reporting falling (and almost non-existent) profits to see how arbitrary market perception can be.
> Which is one reason why I don't understand AMD. I'd think an 8-16 core Jaguar variant would be fine for
> microservers. ARM cores aren't going to buy you a huge advantage, and x86 compatibility is a big sell.
Hype and perception? The belief that ARM CPUs are better for low power applications, whether true or not, influences the hype they get which in turn influences investor sentiment.
If AMD had introduced cheap many core Jaguar variants they'd get hammered by Wall Street even more than they have been, because it would be seen as cannibalizing their current x86 line which already have margins too low compared to Intel's. The ARM announcement propped up the stock price and will help them live to fight another day just a little bit longer.
One need only look at Apple getting hammered last week after reporting record and still rising profits, and Amazon shooting up nearly 10% in after hours trading today after reporting falling (and almost non-existent) profits to see how arbitrary market perception can be.