Whitebox: Opinions

Your desktop computer is fast. It's faster than you can type, faster than you can browse, and unlike you, it can do many things at once. Sure, you multitask. You can be on a conference call with your boss while you're buffing your nails, but when you're asked a hard question, what happens? You stop buffing your nails until you come up with the answer. Humans are not wired for parallel execution.

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."

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.

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.

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?

Serial-attached SCSI, serial ATA and the storage reseller community are all going to be great friends.

A month or so back, I wrote a piece -- "Does the OS matter anymore" -- positing in essence that the generic nature of key applications is such that the underlying OS matters less and less all the time.

Face it: You're addicted and you can't quit.

The formation of an organised body to look after the interests of this country's large whitebox industry has been mooted for many years now without ever looking in too much danger of getting off the ground.

It was only a matter of time before Advanced Micro Devices filed an antitrust lawsuit against Intel, alleging that its nemesis for years has engaged in anticompetitive practices that bullied hardware vendors into shunning AMD's processors. Dare to use AMD processors, and you'll pay dearly by losing those sweet pricing deals.

While the battle for processor dominance heats up between Intel and AMD, product vendors are readying desktop and server offerings in the hope that customers will see the benefits of investing in dual-core technology.

Ever since I began paying taxes, April just hasn't been much fun. Everything comes due in April, making May a month dedicated to grumbling and reactionary belt-tightening. Seems Redmond feels similarly, because so far Microsoft hasn't made many waves this merry month.

Until two years ago, Intel looked unassailable.

The Intel reorganisation earlier this month gives us an interesting peek into the future of computing -- a future that could become a double-edged sword for corporate and home PC buyers.