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

From: Robert Klute (robert_klute_removethis_at_hp.com)
Date: 02/19/04 

Date: Thu, 19 Feb 2004 19:11:54 GMT

On Thu, 19 Feb 2004 16:59:32 +0000, Andrew Harrison SUNUK Consultancy
<Andrew_No.Harrison_No@nospamn.sun.com> wrote:

>I am sure that Microsoft would like to sell Windows 2003 on
>large 8+ way servers but in reality that market is tiny.
>
>Windows platforms with more than 8+ CPU's are not new Sequent,
>Unisys and IBM all have or had platforms in this space. Sales
>ot these platforms have been very dissapointing.
>
>If you take non x86 platforms then NT on Alpha also supported
>8+ CPU systems and again it failed to take off.

That was long ago and a different generation of Windows.

>But the introduction of Windows on AMD64 and Intels new platform
>means that Windows on Itanium is now one of 2 64bit platforms
>supported by Microsoft and a platform that has huge advantages
>for MS. They can for example port SQL-Server and a few other
>apps that may benefit from 64bit support but not bother with
>the rest of their products that won't. They also do not have
>to participate in the same level of ISV capture to the new
>platform because only a minority of apps benefit from 64 bit
>support.
>
>Windows on Itanium will struggle against:
>
>Customers unwillingness to deploy very large SMP systems using Windows.
>The availability of large x86 SMP based systems running essentially the
>same OS but with better price performance than Itanium
>A very small software portfolio compared with Windows on AMD64.

Until someone starts announcing an AMD64 bigger than a 4way, it is moot.
Price performance only counts when comparing boxes that deliver the
performance you need.

>This has all the characteristics of the situation that hastened the
>demise of NT on Alpha.
>
>The same also applies to Linux on Itanium, which basically leaves
>IPF as the migration platform for Alpha, MIPS (Tandem) and HP-PA
>customers, which would be fine except that the economics of IPF
>don't suggest that this would be a sustainable model.

Why, I don't see why it won't be sustainable for HP. I don't see why
you would think so, unless you are looking down the road at your company
and finding your RISC processor unsustainable. Itanium is platform III
for VMS, and, come to think of it, for HP-UX and NSK.

The Linux and Windows market will be driven by performance of the
applications that run on it.

Robert Klute,
Who speaks for himself and not the company he works for.

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