Replies to post #139873 on Intel Corp (INTC)

[chipguy]

Here is something that could potentially disrupt Intel lead in servers.

Even the most paranoid Intel investor shouldn't lose a microsecond of
sleep over *that*.

1) RISC servers have been consistently losing share to x86 for about two
decades now and the factors driving this only great stronger and stronger
as x86 becomes even more dominant year after year.

2) In the specific case of Power, with the sale of IBM Micro the architecture
has lost strong coupling between design and process R&D/manufacturing.
Please remember what happened to Alpha competitiveness when DECpaq
went fabless.

[Tim May]

"SPONSORED CONTENT" is the key phrase here.

Also note that IBM unloaded its aging fabs to GloFo and that none of the other named companies in the partnership have any ability to manufacture server chips.

Yep, "Open POWER" sounds disruptive.