I'm not so sure

Article: Cavium MIPSes Network and Security Processing
By: David Kanter (dkanter.delete@this.realworldtech.com), June 18, 2006 11:36 pm
Room: Moderated Discussions

>And AMD seems to have done the right thing - go to the high >end space and get away from the low-end.

I actually think that getting rid of non-x86 business is a bad idea, unless there is a plan afoot to shove x86 into routers, cell phones and cars.

Here's the issue for the two big x86 vendors. The market is growing, but not that fast. AMD can gain share from Intel, and from RISC servers. Intel can gain share from AMD (only a little), but mostly from RISC servers.

In order to get other revenue and expand the business, AMD and Intel HAVE TO look at other businesses. The embedded market is growing and is fairly profitable. The only problem is that it isn't profitable to the same extent that x86 is; as someone pointed out, a lot of embedded stuff have ASPs under $5, which doesn't make for great margins (probably).

I have some ideas on what Intel and AMD should do, but I haven't really thought them out well enough, and I think it could make a good article.

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TopicPosted ByDate
New Article Online; Cavium Networks OCTEONDavid Kanter2006/06/12 10:14 PM
  New Article Online; Cavium Networks OCTEONRob Thorpe2006/06/13 02:08 AM
  New Article Online; Cavium Networks OCTEONPiedPiper2006/06/13 08:36 PM
    New Article Online; Cavium Networks OCTEONDavid Kanter2006/06/13 10:54 PM
  New Article Online; Cavium Networks OCTEONmas2006/06/18 12:29 PM
    XLRmas2006/06/18 01:06 PM
      XLRmas2006/06/18 02:41 PM
        RMI: Tall talesChuck2006/06/19 06:45 PM
          Are you sure?David Kanter2006/06/19 08:33 PM
    New Article Online; Cavium Networks OCTEONmas2006/06/18 01:50 PM
    Security processorsDavid Kanter2006/06/18 03:52 PM
      Security processorssubmicron2006/06/18 11:09 PM
        I'm not so sureDavid Kanter2006/06/18 11:36 PM
          Food for thought...Dean Kent2006/06/19 07:35 AM
            Food for thought...theo nordsieck2006/06/19 09:48 AM
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