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Yousuf Khan
I know there is a little bit of skepticism (well actually a lot of it) about
x86's potential in the 4-way market. The high-end server market has feasted
on the high prices due to the lack of competition from any commodity systems
at this level. There's been talk for years that Intel is finally going to
make something real for the 4-way systems. It's hasn't happened yet. But it
may be finally starting now. Opterons are the real deal now.
The following article expects that AMD will take the price of 4-way systems
down from an average of $10,000 to $5000 by next year. And customers seem to
be responding. Some of the smaller OEMs are seeing a demand shift towards
AMD systems, ranging from 40% to 100% AMD at some server makers. And they're
all getting ready to pound Dell, which won't be able to match these systems.
But really the more long term effect will not be the one against Dell, but
the one against the big-iron boys who will see one of their most profitable
segments disappear into the sea of commoditization.
http://www.crn.com/sections/coverstory/coverstory.asp?ArticleID=50198
Yousuf Khan
x86's potential in the 4-way market. The high-end server market has feasted
on the high prices due to the lack of competition from any commodity systems
at this level. There's been talk for years that Intel is finally going to
make something real for the 4-way systems. It's hasn't happened yet. But it
may be finally starting now. Opterons are the real deal now.
The following article expects that AMD will take the price of 4-way systems
down from an average of $10,000 to $5000 by next year. And customers seem to
be responding. Some of the smaller OEMs are seeing a demand shift towards
AMD systems, ranging from 40% to 100% AMD at some server makers. And they're
all getting ready to pound Dell, which won't be able to match these systems.
But really the more long term effect will not be the one against Dell, but
the one against the big-iron boys who will see one of their most profitable
segments disappear into the sea of commoditization.
http://www.crn.com/sections/coverstory/coverstory.asp?ArticleID=50198
Yousuf Khan