Food for thought...

Article: Cavium MIPSes Network and Security Processing
By: Dean Kent (, June 19, 2006 7:35 am
Room: Moderated Discussions
David Kanter ( on 6/19/06 wrote:
>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.

Just for another perspective, I happen to know of a somewhat largish software company (several billion per year). The revenues for that company are about 50% mainframe, 50% 'open systems'. It was stated by someone in the know that the mainframe products (legacy stuff) actually are the most profitable, and for all practical purposes fund the 'open systems' stuff (Windows/Unix/Linux). Whether this was stated for 'effect' or was, in fact, entirely accurate, I don't know - but I suspect there is more than a single grain of truth to it.

So, the question for a business is this: Do you jettison your unprofitable products that are supposed to be your future, or do you keep them and drive the share price down because investors aren't seeing the profits they want to see?

Techies choose the future, while business people tend to follow the money...


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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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