The result is that IPF, Alpha, PA-RISC, high end MIPS as a group aren't growing.
1) Alpha and MIPS sales are now at trivial levels, probably
on the order of a few ten millions of dollars per quarter
combined. HP will not sell *any* Alphas after fall 2006.
2) HP's HP-UX sales are approximately flat which indicates
that growth of IPF sales for running HP-UX approximately
equals the decline of PA-RISC sales. But more than half
of IPF sales has nothing to do with HP-UX and AFAICT that
proportion is increasing.
Combine 1) and 2) and it is clear that IPF sales growth is
much more than the decline in those three RISCs. Intel's
internal research shows that IPF market share growth comes
from: 40% friendly RISCs, 40% competing RISCs (POWER,
SPARC), and 20% from x86.
The combined Alpha/PA-RISC/high end MIPS isn't growing much at all, and Itanium growth is not amazing ANYONE. It's only ok. It hasn't visibly taken any growth away from high end x86 either
WTF? Nearly every IPF server sold running Windows represents
a sale taken away from x86. MS is a business and its choice
of PowerPC for Xbox 360 clearly shows it will *not* support
Intel products in any segment where it doesn't make sense on
its own merit. MS plans clearly show that IPF is an important
platform for Windows in scale-up and back office enterprise
servers now and going forward.
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