Intel Corp (INTC)

[kpf]

wmbw

I don't think you'll be seeing OEMs creating server product lines based on them.
I dont think either.
My point is more about perception of Intels Xeon-line. A product launched as a premium-serverproduct devalued by offering it to the consumer-market just weeks later...

And yeah, sure, AMD does exactly the same..

Well, they both are well aware of the halo-effect - which is the obvious reason boths are willing to sacrifice differentiation.


Hmm. What can we expect from accelerated commodization?
A lot of semiconductor-economies is based on the perception that IT-people do things that nobody else can do - which is difficult to maintain when world and dog can see that CPUs these people use are sold to teenagers at Best-Buy.

Lol, at the very end, this could eventually play for Itanic.

K.