By: dmcq (dmcq.delete@this.fano.co.uk), August 1, 2022 11:50 am
Room: Moderated Discussions
Mark Roulo (nothanks.delete@this.xxx.com) on August 1, 2022 10:15 am wrote:
> Gionatan Danti (g.danti.delete@this.assyoma.it) on August 1, 2022 6:07 am wrote:
> > Adrian (a.delete@this.acm.org) on August 1, 2022 2:15 am wrote:
> > > AFAIK, Intel has never given any information about the materials used.
> >
> > I doubt that material availability or production difficulty were
> > the main motivations after Intel's decision to cancel Optane.
> >
> > From a technical standpoint, even relatively low capacity 3DXPoint can be very useful for non-volatile
> > read or write cache (ie: think using it for storing incoming writes on HDD or SSD).
> >
> > I suppose Intel's decision roots in the fatal reason for many products cancellation: lower
> > than expected margins. It seems a recurring problem for Intel, destroying many products
> > which, albeit very profitable, show less margins than high-priced server CPU.
>
> I think the problem was more "ongoing losses" rather than "profitable, but not enough."
>
> From Tom's Hardware early this year
>
>
>
> I can also imagine that management doesn't see a path to profitability.
>
> If you are losing money on a product and can't see a way to
> make that product profitable it makes sense to get out.
>
> This isn't the same thing as getting out of a profitable business that
> you don't like because it is too small or not profitable *enough*.
Micron would have gone ahead with it if they thought it could be made profitable.
I think possibly Intel just went through a phase of overestimsting their ability to get things working. After all they did the same thing almost with 14nm where they overestimated their ability to get new ideas working in a reasonable timeframe.
> Gionatan Danti (g.danti.delete@this.assyoma.it) on August 1, 2022 6:07 am wrote:
> > Adrian (a.delete@this.acm.org) on August 1, 2022 2:15 am wrote:
> > > AFAIK, Intel has never given any information about the materials used.
> >
> > I doubt that material availability or production difficulty were
> > the main motivations after Intel's decision to cancel Optane.
> >
> > From a technical standpoint, even relatively low capacity 3DXPoint can be very useful for non-volatile
> > read or write cache (ie: think using it for storing incoming writes on HDD or SSD).
> >
> > I suppose Intel's decision roots in the fatal reason for many products cancellation: lower
> > than expected margins. It seems a recurring problem for Intel, destroying many products
> > which, albeit very profitable, show less margins than high-priced server CPU.
>
> I think the problem was more "ongoing losses" rather than "profitable, but not enough."
>
> From Tom's Hardware early this year
>
>
Intel's Optane Business Haemorrhaged Over Half a Billion Dollars in 2020
>
> By Mark Tyson published February 07, 2022
>
> Sales were even weaker in 2021. Calculations suggest another $500 million loss occured.
>
> I can also imagine that management doesn't see a path to profitability.
>
> If you are losing money on a product and can't see a way to
> make that product profitable it makes sense to get out.
>
> This isn't the same thing as getting out of a profitable business that
> you don't like because it is too small or not profitable *enough*.
Micron would have gone ahead with it if they thought it could be made profitable.
I think possibly Intel just went through a phase of overestimsting their ability to get things working. After all they did the same thing almost with 14nm where they overestimated their ability to get new ideas working in a reasonable timeframe.
Topic | Posted By | Date |
---|---|---|
RIP Optane/XPoint | Wes Felter | 2022/07/28 07:53 PM |
RIP Optane/XPoint | Rayla | 2022/07/28 08:28 PM |
RIP Optane/XPoint | Doug S | 2022/07/28 09:00 PM |
RIP Optane/XPoint | NoSpammer | 2022/07/29 01:50 AM |
NVDIMM-N | Eric L | 2022/07/29 03:36 AM |
RIP Optane/XPoint | Michael S | 2022/07/29 04:02 AM |
RIP Optane/XPoint | Doug S | 2022/07/29 10:40 AM |
RIP Optane/XPoint | Doug S | 2022/07/29 10:43 AM |
RIP Optane/XPoint | Linus Torvalds | 2022/07/29 11:20 AM |
RIP Optane/XPoint | David Hess | 2022/07/29 08:59 PM |
RIP Optane/XPoint | David Hess | 2022/07/30 03:44 PM |
RIP Optane/XPoint | Doug S | 2022/07/30 10:43 PM |
RIP Optane/XPoint | rwessel | 2022/07/31 05:33 AM |
RIP Optane/XPoint | Konrad Schwarz | 2022/08/02 08:06 AM |
RIP Optane/XPoint | David Hess | 2022/08/02 10:24 PM |
RIP Optane/XPoint | David Hess | 2022/08/02 10:26 PM |
RIP Optane/XPoint | Adrian | 2022/08/03 01:19 AM |
RIP Optane/XPoint | anonymou5 | 2022/07/29 12:50 PM |
RIP Optane/XPoint | Gionatan Danti | 2022/07/29 09:09 AM |
RIP Optane/XPoint | Mark Roulo | 2022/07/29 10:02 AM |
RIP Optane/XPoint | dmcq | 2022/07/30 03:42 AM |
RIP Optane/XPoint | anon3 | 2022/07/31 10:19 PM |
RIP Optane/XPoint | anon2 | 2022/07/31 10:55 PM |
RIP Optane/XPoint | Doug S | 2022/08/01 08:37 AM |
RIP Optane/XPoint | Gionatan Danti | 2022/08/01 01:33 PM |
RIP Optane/XPoint | NoSpammer | 2022/08/02 03:50 AM |
RIP Optane/XPoint | Doug S | 2022/08/02 09:24 AM |
RIP Optane/XPoint | Gionatan Danti | 2022/08/02 10:34 AM |
RIP Optane/XPoint | --- | 2022/08/02 10:39 AM |
RIP Optane/XPoint | David Hess | 2022/08/03 03:48 AM |
RIP Optane/XPoint | Michael S | 2022/08/03 06:04 AM |
RIP Optane/XPoint | David Hess | 2022/08/03 08:56 AM |
RIP Optane/XPoint | Adrian | 2022/08/01 02:15 AM |
RIP Optane/XPoint | Gionatan Danti | 2022/08/01 06:07 AM |
Losses vs not profitable enough | Mark Roulo | 2022/08/01 10:15 AM |
Losses vs not profitable enough | dmcq | 2022/08/01 11:50 AM |
Losses vs not profitable enough | Gionatan Danti | 2022/08/01 12:34 PM |
RIP Optane/XPoint | Michael S | 2022/08/01 02:47 PM |
RIP Optane/XPoint | Anon | 2022/08/01 03:09 PM |
RIP Optane/XPoint | Michael S | 2022/08/01 03:32 PM |
RIP Optane/XPoint | Groo | 2022/08/01 12:28 PM |
RIP Optane/XPoint | anon3 | 2022/08/01 10:33 PM |
RIP Optane/XPoint | Groo | 2022/08/03 11:15 AM |
RIP Optane/XPoint | --- | 2022/08/03 03:05 PM |
Latency | David Kanter | 2022/07/29 06:35 PM |
Operating system and driver overhead | Eric L | 2022/07/29 03:44 AM |
Operating system and driver overhead | Linus Torvalds | 2022/07/29 10:45 AM |
altrernatives? | Michael S | 2022/07/29 05:17 AM |
altrernatives? | Rayla | 2022/07/29 06:49 AM |