Intel has other motives here. Back in the late '486/early Pentium
days, when PCs were really starting to proliferate and production was
ramping madly, Intel found their sales could be limited by chipset
availability, and decided that the way to ensure all possible CPUs
could be sold early (when margins are highest) was to make sure the
chipset support was there.
Err, yeah, I think that's what the "necessary evil" comment Keith made
was all about.
Chipset production was basically a tool to ensure that CPU sales
weren't at the mercy of outside vendors, and it's worked very well for
them as a strategy. They're a low margin business, but they enable
the high margin business.
It also helps guarantee compatibility and reliability (with a few
well-known exceptions), and the chipsets are manufactured on older
technology production lines that aren't capable of making the latest
CPU geometries, so it allows reuse of already depreciated resources.
Sure, they've messed it up a few times, but overall, it's been very
effective.
Effective for consumer chipsets, sure, but this whole discussion
started with the high-end server chipsets where Intel has been failing
miserably for 5 years and is now looking to become the ONLY supplier
in the business.
Take a look at the 2-way and greater servers from all the major OEMs.
HPaq doesn't have a single Intel chipset in the bunch, all Serverworks
for 2 and 4 way with their own customer job for 8-way setups. IBM is
pretty much the same story. Dell, forever the Intel stalwart, has
something like 1 or 2 of their 2-way servers using Intel chipsets, but
the bulk use Serverworks and all of their 4-way servers are
Serverworks chipsets.
However now Intel has declined Serverworks license for future
chipsets, meaning that all of those servers from all of the major OEMs
need to switch to an Intel chipset for future designs. What's even
worse though, there is no Intel chipset for them to switch to! Intel
has yet to release a 4-way (or greater) chipset for their P4-style
Xeons.
In short, Intel is largely shooting themselves in the foot. Their
performance in the 4P server market absolutely stinks vs. the Opteron,
largely because they are limited to 4 processors sharing a 400MT/s
bus. They can't increase that, not because they don't have the
processors for it but because they don't have their own chipset and
refuse to let Serverworks build one for them. Even in 2-way servers,
where the margin by which the Opteron beats them is slightly less
embarrassing, they're still stuck at a 533MT/s bus speed and forcing
all their customers to trash existing designs in favor of an untested
Intel solution. For the moment their only solutions in this market at
the e7505 chipset (limited to 533MT/s bus speeds for now at least) and
the i875P (no PCI-X support and limited memory capacity for a server).