By: Brendan (btrotter.delete@this.gmail.com), February 3, 2013 12:48 am
Room: Moderated Discussions
Hi,
Richard Cownie (tich.delete@this.pobox.com) on February 2, 2013 7:50 pm wrote:
> Yes. But the example of AMD shows that a competitor even with far fewer resources
> and inferior manufacturing can produce better products from time to time
> (K8, Bobcat) by good design. Add more competitors, and the times when you beat
> everybody will not be so common.
My theory is that it will be like several sumo wrestlers trying to run through the same doorway at the same time.
Each company trying to develop ARM micro-servers will compete against each other, such that no single company will end up with enough profit or market share to challenge Intel, and ARM micro-servers will die (despite the fact any one of them could have succeeded if they were alone).
- Brendan
Richard Cownie (tich.delete@this.pobox.com) on February 2, 2013 7:50 pm wrote:
> Yes. But the example of AMD shows that a competitor even with far fewer resources
> and inferior manufacturing can produce better products from time to time
> (K8, Bobcat) by good design. Add more competitors, and the times when you beat
> everybody will not be so common.
My theory is that it will be like several sumo wrestlers trying to run through the same doorway at the same time.
Each company trying to develop ARM micro-servers will compete against each other, such that no single company will end up with enough profit or market share to challenge Intel, and ARM micro-servers will die (despite the fact any one of them could have succeeded if they were alone).
- Brendan
