Thursday, July 14, 2005 12:47:40 PM
'Perhaps the most interesting prediction however had to do with the analysts' outlook on 32/64-bit hybrid architectures. They talked about the chances of success for both AMD's Opteron (code-named Hammer) and Intel's Yamhill. (Intel denies Yamhill's existence. But, without naming names, the Gartner analysts said that they've spoken to several major application developers who have tested an Intel prototype.) The analysts didn't seem very optimistic about either hybrid's chances of success.
In AMD's case, the analysts don't believe the Opteron meets any of the criteria for new processor adoption--application vendor enthusiasm, server vendor commitment, server vendor enthusiasm, or and customer enthusiasm. Even with OS support from Windows and Linux, unless there's a change in those critical aspects of Opteron's ecosystem, I am standing by my previous assessment: that when it comes to enterprise computing, Opteron is going to be a dud.
The analysts were equally bearish about Yamhill, but for different reasons. Intel's entry into the hybrid space could legitimize the 32/64 hybrid approach which, based on the enthusiasm for Opteron, currently has limited legitimacy. At a time when Intel is determined to buck analysts' estimates for IA-64's market penetration, the last thing that Intel will want to do is cannibalize Itanium's chances of success with architecture. For that reason, Enck and Weiss say Yamhill will never see the light of day.'
http://techupdate.zdnet.com/techupdate/stories/main/0,14179,2884970,00.html
http://www.theinquirer.net/?article=5801
http://www.geek.com/news/geeknews/2002Sep/bch20020906016235.htm
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