Re: It is almost certain now, INTEL will have 64bit x86 !!

From: Andrew Harrison SUNUK Consultancy (Andrew_No.Harrison_No_at_nospamn.sun.com)
Date: 01/30/04


Date: Fri, 30 Jan 2004 10:25:36 +0000

David Svensson wrote:
> Andrew Harrison SUNUK Consultancy <Andrew No.Harrison No@nospamn.sun.com> wrote in message news:<bvbhkj$scp$1@new-usenet.uk.sun.com>...
>
>>Dirk Munk wrote:
>>
>>>What many of us have been predicting for the last couple of years now i
>>
>> s
>>
>>>going to be a reality. Intel will have 64bit x86 cpu's. Please read the
>>
>>
>>
>>>following article from the news agency Reuters:
>>>
>>>(
>>>http://www.reuters.com/newsArticle.jhtml?type=technologyNews&storyID=
>>
>> 4233918
>>
>>>)
>>>
>>
>>If true then the last person working for HP Enterprise Systems
>>Business should turn the lights off when they leave.
>>
>>regards
>>Andrew Harrison
>
>
> The usual childish behaviour from you.
>

How do you work that out ?

HP's Enterprise Systems Division is totally committed to
Itanium from OS's to compilers systems, supporting chipsets,
Interconnects etc.

The introduction of an x86-64 based processor from Intel
will seriosly damage Itanium's chances of succeeding.

If Itanium fails then HP's investment is basically worthless
and for example the 8.x OpenVMS port to Itanium would have
to start again for x86-64.

In relatively small number of ISV's that HP have managed
to attract so far to Itanium will be left with a zero
value investment. What do you rate HP's chances of getting
them to do another port to HP-UX/x86-64 and OpenVMS/x86-64 ?

If you honestly think that HP's Enterprise Systems business
could survive that and emerge unscathed you are deluding
yourself.

Anyone who thinks otherwise is behaving childishly.

http://news.com.com/2100-1006_3-5150336.html?tag=nefd_lede

Note the Microprocessor Report Comment.

> This has been known for years, and is not a new thing for most of us
> (and inside Intel) that Intel will make a x86-64 chip in the future.

It has been rumoured for years and Intel up to now has denied
every rumour.

It has been suggested that Intel wanted to give Itanium a chance
to deliver with Yamhill as their back-stop if it didn't. The
announcment that they will demonstrate 64 bit support this
year suggests that Intel are now getting to a point where
cutting their losses may be the best option.

The much faster takeoff of Opteron and AMD's improved financials
and market share will not have helped either.

Take IBM, they are a key design win that Intel needed for
large Itanium based systems. Do you honestly think that
IBM will revisit their decision to use IA-32 based processors
for their next generation large Intel based SMP box in favour
of Itanium now that they know that the same IA-32 design will also
get them 64bit support.

You have got to be joking.

It also puts enormous pressure on HP to get Itanium sales up
I would say that HP have 6 months to demonstrate to Intel that
they can make a sucess of Itanium to do this they need to
do a ~10x increase in Itanium systems. Unfortunately as the
Microprocessor Report Editor pointed out the fact that Intel
has announced that they will demo 64bit support means that
HP will be further hampered.

Regards
Andrew Harrison



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