Re: New itaniums out at 2.5x perform gain

In article <44BEE900.A45B5062@xxxxxxxxxxxx>,
JF Mezei <jfmezei.spamnot@xxxxxxxxxxxx> writes:
Neil Rieck wrote:
http://news.zdnet.com/2100-9595_22-6096207.html?tag=nl.e589
Intel has just announced a 57 percent drop in income.
I wonder what those suits will chop first?

IA64 is safe. It is a fair bet that HP is subsidizing IA64 to keep it
alive for now. And if an exit strategy has already been decided and
slowly being implemented, by next year, the 8086 will probably be much
faster than that IA64 contraption and it will be much easier for HP to
announce it is moving to simplify its platforms and standardizing on
industry standard 8086s.

And exactly why wold they announce that they were moving VMS to x86-64
rather than just announcing that they are concentrating on their real
business, Windows boxes, and pulling the plug on VMS?


Right now, the cost of prematurely cancelling IA64 would be probably
higher for Intel than the costs of continuing it.

I fail to see the logic int his. IA64 is costing them buckets of
money. Cance3ling it would end stop the bleeding and let them cut
even more jobs making them look even better to the Casino Analysts.

But it is a fair bet
that Intel will not be hiring extra engineers to speed up development
work of IA64 and the opposite may happen which will make each remaining
iteration of IA64 even later and thus less relevant to the industry.

The big question is at what level within HP are they aware of the true
strategy and working to plan on the transition to 8086.

You keep assuming that they have any plan or even desire to migrate VMS
any further. If that were likely, considering how long it can take to
go from desire to a viable commercial product, the work would have already
begun. There is no sign that it has, regardless of what you see on your
vision quest when your smoking whatever it is the shaman gives you in the
lodge.

bill

--
Bill Gunshannon | de-moc-ra-cy (di mok' ra see) n. Three wolves
bill@xxxxxxxxxxxxxxx | and a sheep voting on what's for dinner.
University of Scranton |
Scranton, Pennsylvania | #include <std.disclaimer.h>
.

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