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November 07, 2012 – Comments (3) | RELATED TICKERS: INTC , ARMH , AMD

Recently read an interesting article that states that ARMH 64 bit Server chips are in development and would be a disruptive force within the Server landscape which INTC currently owns about 95% of the market share.  Main point of the article stated lower power consumption of the ARMH chips vs. INTC and that it would save a significant amount of money.

My question:  It's hard to believe that INTC is not developing lower power consumption chips to fend off this threat...should they be worried?

Any feedback is appreciated. 

 

3 Comments – Post Your Own

#1) On November 07, 2012 at 11:39 AM, Mega (99.96) wrote:

Outside of mobile, I don't think ARM-64 will be successful.  Chip architecture is a winner take all environment because of the software ecosystem, so x86-64 has a big advantage. Intel's Itanium architecture failed because of this.

If ARM-64 chips are just 10% better performance than x86-64 chips, I don't think they will get any traction. They would need to be 30% or more better to break into the market. 

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#2) On November 07, 2012 at 11:55 AM, Mega (99.96) wrote:

The wildcard is Apple. I don't think they will switch any time soon though.

http://www.telegraph.co.uk/technology/apple/9658763/Apple-considering-dropping-Intel-chips-from-Macs.html

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#3) On November 07, 2012 at 6:03 PM, miteycasey (31.34) wrote:

I'd pass because soooo much server software is already written and companies have billions tied to this software.

If you don't believe me watch how Windows 8 is treated in the corporate environment.

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