Whitebox: Opinions

It has always struck me that the great advantage of working in this industry is also its biggest challenge. I'm talking about the rate of change. No matter how good you are at what you do, you better be prepared for somebody to try and pull the rug from under your feet at any given moment.

The leading quote from this week's news comes from Intel CEO Paul Otellini: "We're doing product refreshes every two years, which is the model we invented and then stopped doing after Pentium 4, shame on us," Otellini said. "We fell off it -- mea culpa, we screwed up -- and now we're back on that pace."

Intel and Advanced Micro Devices (AMD) are taking different paths to the quad-core market, but some believe it's only a matter of time before their roads converge.

AMD's Barcelona CPU is loaded with "invented here" innovation. It is also inspired by IBM's Power architecture. IBM's newest Power CPU, Power6, is due mid-year, along with quad-core processors from Intel and AMD. And while x86 will get more headlines in IT publications, Power6 is arguably more deserving.

I wrote a column in 2005 called "How will Dell Offset the Loss of Intel's Generosity?". In it, I asserted that Dell needed to overhaul its strategy and focus to make up for the coming loss of Intel's ... oh, call it what you like: price supports, subsidies, loyalty bonuses, or what the business calls MDF (market development funds).

AMD has its hands in a lot of technology areas, and I track and report on all of them. I'm a huge fan of AMD's Athlon FX and X2 client CPUs, Turion notebook CPUs, and Geode ultra-low power technology. But I know the AMD you care most about is the one that will turn your entire server room into a one-rack, one-man operation.

An industry consortium says Intel's beleaguered chip offers choices, but will that be enough to win it market share?

By now, we should be enjoying a true commodity market in which the pricing trends of x86 CPUs track those of other PC components and semiconductors. Today, we're celebrating the $US500 PC, even though economic forces should have that price closer to $200. With chip manufacturing capacity and yields being as high as they are, all but the most advanced x86 processors should be readily affordable. They should be as cheap as light bulbs. Well, designer store light bulbs.

By now, we should be enjoying a true commodity market in which the pricing trends of x86 CPUs track those of other PC components and semiconductors. Today, we're celebrating the $US500 PC, even though economic forces should have that price closer to $200. With chip manufacturing capacity and yields being as high as they are, all but the most advanced x86 processors should be readily affordable. They should be as cheap as light bulbs. Well, designer store light bulbs.

A growing number of volume systems on the market today are incorporating the new 64-bit architectures from AMD and Intel. When you buy new hardware, you're part of the 64-bit revolution almost by default. But you still have a choice to make: Should you flip on those extra 32 bits by running 64-bit versions of your operating systems and applications?