Re: Is Intel the new IBM?
I like ur analysys - u sound like u have some inside knowledge.
I am inexpert, but I too am suspicious of the alleged threat of ARM to X86.
Yes it exists, but not to the extent, or the way in which it is portrayed.
I liked ur analogy of x86 vs mobile vs arm vs x86.
Given ARM's history, some points?
Yes cloud is a huge new force, but its not a complete compute solution (wan interconnects will ~always be relatively puny), & cloud companies with the massive apps to justify custom chips wont be vendors of them.
AFAICT, AMD's Fabric could integrate ARM processors for the best of both worlds
The sheer range of AMDs simplified core unit lego blocks - the same unit serves from massive servers down to laptops and embedded devices - spreading the massive development costs very thinly and at a power penalty which is almost imperceptible to the end user where it counts.
AMD'ss model allows it to cross subsidise and see off competitive threats with low pricing.
I doubt even Toyota have the volumes to justify serious custom ARM chips.
Biting the hand that feeds IT
