Re: AMD64 sales figures

From: Keith Parris (keithparris_NOSPAM_at_yahoo.com)
Date: 10/03/03 

Date: 3 Oct 2003 09:19:52 -0700

Andrew Harrison SUNUK Consultancy <Andrew_No.Harrison_No@nospamn.sun.com> wrote in message news:<bljec2$7v0$1@new-usenet.uk.sun.com>...
> But MS probably only wants one, having to maintain two 64bit versions
> of Windows will cost MS more than only maintaining one.

With that logic, Microsoft shouldn't do Office for Mac, because it
costs them something to recompile for PowerPC.

Microsoft will provide software for each of the markets which it wants
to serve.

> No one including Intel thinks that there is a mass market for 64bit
> desktop Itanium systems but MS make a big chunk of their revenues
> from Desktop OS's and an even bigger chunk from Office which runs
> on them.

But they get higher profits on Datacenter servers and the SQL Server
and Exchange software which run on them.

> So what would you do if you were MS, go with the 64bit arch that
> gives you 64bit destktop bragging rights and unit volumes (AMD)
> and keep Itanium as well just for old times sake with Intel.
> Or just support x86-64.

But Microsoft is attempting to move beyond just the razor-thin-margin
desktop market and get into the higher-margin datacenter market.
x86-64 isn't aimed at the datacenter. And despite all the talk about
Sun dumping SPARC for x86-64, it can't (except maybe in workstations
and low-end boxes), because Opteron supports 8-way SMP at best, and
Sun would find it difficult to make 64-way SMP servers with it.

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