excellent article, just a nit or two

Article: The Battle in 64 bit Land, 2003 and Beyond
By: mulp (michaelpettengill.delete@this.earthlink.net), February 16, 2003 12:11 am
Room: Moderated Discussions
Your conclusion to the AMD page reads "...Another possibility is that low cost Opteron based systems could infiltrate the business world via departmental level purchases beyond the direct control of corporate IT policy makers. This bottom up approach was highly successful in the early spread of the Linux operating system."

The even better concluding statement would be "This bottom up approach was highly successful in the spread of Intel into the server business."

In the section on Sparc you write:
"The admission by computer giants like HP and Compaq that they couldn’t justify or sustain the increasingly expensive effort of designing house brand processors and building systems around them increases the pressure on Sun management to justify further investment in SPARC."

I have a problem with "couldn't justify or sustain"; Compaq and HP haven't demonstrated a viable strategy based on a commodity server chip.

In fact, I'd argue that Compaq management and BOD concluded that it couldn't survive no matter what it did. Compaq first recognized that it couldn't survive as a PC company and started buying non-PC companies of all sorts, but most notably Tandem and DEC. And then when Compaq management couldn't transform Compaq from a PC company to a computer company, the BOD pulled the plug on the company.

HP appears to be trying to transform itself from a computer company to an Intel reseller, but Dell is much better at that. I can only guess at how long it will be before the BOD decides to pull the plug and turns HP into a printer/scanner company, with a Unisys style consulting and service business on the side.

The failure of DEC and Compaq, and what I think will be the failure of HP (and in the spirit of disclosure, I have way too much HP stock to want my prediction to come true) "prune" the tree of possible business alternatives open to Sun. Dropping Sparc in favor of an Intel alternative will lead Sun to the same future as DEC and Compaq, and likely SGI and HP. DEC, SGI, and HP have suggested that they were willing to support other vendors developing competing chips and actually supporting them, but in all cases any alternative chips were undercut.

I guess what it comes down to is the almost insignificant role that a cpu architecture, chip implementation, and/or process and manufacturing prowness have in determining the success of a cpu architecture. (Process and manufacturing prowness definitely determine the profitability of a chip company.)
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TopicPosted ByDate
New Article AvailableDavid Kanter2003/02/02 02:44 AM
  Excellent Article, Paul (NT)Arcadian2003/02/02 04:57 PM
  Yikes! Slashdotted!Dean Kent2003/02/02 07:53 PM
    Yikes! Slashdotted!Singh, S.R.2003/02/03 12:38 AM
      Yikes! Slashdotted!Dean Kent2003/02/03 12:53 AM
        Yikes! Slashdotted!Anonymous2003/02/03 07:03 AM
          Yikes! Slashdotted!Dean Kent2003/02/03 09:13 AM
  FYI, Paul:Peter Gerassimoff2003/02/03 01:38 AM
    FYI, Paul:Bill Todd2003/02/03 03:18 AM
      FYI, Paul:Marc M.2003/02/03 10:08 AM
        Opteron SPEC PerformanceArcadian2003/02/03 12:15 PM
          Opteron SPEC PerformanceMarc M.2003/02/03 12:18 PM
      i want to see those links pls!! (NT)waitressInGaza2003/02/03 01:15 PM
        i want to see those links pls!! (NT)José Javier Zarate2003/02/05 09:23 AM
          i want to see those links pls!! (NT)waitressInGaza2003/02/05 02:50 PM
            i want to see those links pls!! (NT)tecate2003/02/05 05:09 PM
              gender should be irrelevantwaitressInGaza2003/02/05 06:36 PM
                gender should be irrelevantDean Kent2003/02/05 07:03 PM
                gender should be irrelevanttecate2003/02/05 09:27 PM
                  well it is all about your viewpointwaitressInGaza2003/02/06 12:44 AM
                    well it is all about your viewpointdoriangrey2003/02/07 12:39 AM
                Please be a girl. :pNIKOLAS2003/02/06 06:28 AM
    FYI, Paul:Paul DeMone2003/02/03 08:43 AM
  larger cache for POWER4+?Anil Maliyekkel2003/02/03 05:08 AM
    larger cache for POWER4+?Thu Nguyen2003/02/03 06:35 AM
  well written indeedhobold2003/02/03 07:41 AM
    well written indeedtecate2003/02/03 09:05 AM
      well written indeedhobold2003/02/03 09:12 AM
    well written indeedPaul DeMone2003/02/03 09:15 AM
      well written indeedhobold2003/02/03 12:04 PM
        well written indeedPaul DeMone2003/02/03 12:58 PM
          about Jim KellerMarc M.2003/02/03 01:50 PM
            about Jim KellerPaul DeMone2003/02/03 02:22 PM
              Nope but will now (NT)Marc M.2003/02/03 02:50 PM
              patent info...Marc M.2003/02/03 02:52 PM
              about the article...Dean Kent2003/02/03 04:49 PM
              Er, I just have to point something out.Anonymous2003/02/04 10:19 PM
                Next time check the date.Paul DeMone2003/02/05 01:10 AM
                  Yes, I know it was written in 2000.Anonymous2003/02/05 12:42 PM
                    Yes, I know it was written in 2000.Paul DeMone2003/02/05 01:20 PM
              about Jim KellerAlejandro G. Belluscio2003/02/09 01:09 PM
                about Jim KellerDean Kent2003/02/09 01:40 PM
                  about Jim KellerPaul DeMone2003/02/09 02:00 PM
                  about Jim KellerDavid Wang2003/02/09 02:18 PM
                    about Jim KellerPaul DeMone2003/02/09 03:47 PM
                  about Jim KellerInterested in Illinois2003/02/10 11:11 AM
                    about Jim KellerDean Kent2003/02/10 12:06 PM
                      about Jim KellerAlejandro Belluscio2003/02/11 06:53 PM
                        about Jim KellerDean Kent2003/02/11 09:52 PM
                          about Jim KellerAlejandro Belluscio2003/02/12 11:06 AM
                            about Jim KellerInterested in Illinois2003/02/13 04:19 PM
                        about Jim KellerInterested in Illinois2003/02/11 11:35 PM
                          about Jim KellerDavid Kanter2003/02/12 12:24 AM
                          Taxation systemsAlejandro Belluscio2003/02/12 10:54 AM
                            Taxation systemsInterested in Illinois2003/02/13 07:23 AM
                              Taxation systemsAlejandro Bellusco2003/02/13 10:53 AM
                                Taxation systemsInterested in Illinois2003/02/13 03:47 PM
                                  Taxation systemsAleajdnro G. Belluscio2003/02/13 05:56 PM
                                    Taxation systemsJouni Osmala2003/02/14 08:03 AM
                                      Taxation systemsAlejandro G. Belluscio2003/02/14 06:13 PM
                                  Taxation systemsDavid Kanter2003/02/15 12:18 AM
                                    Taxation systemsAlejandro Belluscio2003/02/15 08:36 AM
          well written indeedhobold2003/02/03 02:40 PM
          E8870 ChipsetJosé Javier Zarate2003/02/04 03:19 PM
            E8870 ChipsetArcadian2003/02/05 01:54 AM
              E8870 ChipsetJosé Javier Zarate2003/02/05 09:13 AM
                E8870 ChipsetArcadian2003/02/05 12:49 PM
      Minor questionJosé Javier Zarate2003/02/04 03:24 PM
    well written indeedDean Kent2003/02/03 09:18 AM
      well written indeedhobold2003/02/03 09:36 AM
        well written indeedDean Kent2003/02/03 10:33 AM
          hear hear...Marc M.2003/02/03 12:16 PM
          well written indeedhobold2003/02/03 03:02 PM
            well written indeedDean Kent2003/02/03 04:48 PM
              well written indeedhobold2003/02/04 01:56 PM
    well written indeedMarc M.2003/02/03 10:19 AM
      BTW Paul, it was VERY well written... BUT... =)Marc M.2003/02/03 10:25 AM
        Ditto (NT)William L.2003/02/10 08:28 PM
  New Article AvailableJS2003/02/05 02:09 AM
  Changes in MPU design methodologies?Richard Stacpoole2003/02/06 05:46 AM
    Changes in MPU design methodologies?Paul DeMone2003/02/06 10:47 AM
      Changes in MPU design methodologies?doriangrey2003/02/07 12:41 AM
      Changes in MPU design methodologies?William L.2003/02/10 08:34 PM
        Changes in MPU design methodologies?Singh, S.R.2003/02/10 10:34 PM
          Watch thisSingh, S.R.2003/02/10 10:42 PM
  excellent article, just a nit or twomulp2003/02/16 12:11 AM
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