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VeeCee

01/29/14 4:17 PM

#129031 RE: ibc #129030

I think it has been discussed here a number of times. Xeon will not be replaced for 80% of the server market. Yes there could be some server markets that could use Avoton or next Intel chips. It helps Intel both ways.
Once it is determined that Atom chips or ARM equivalent are just as good as it looked on paper, everyone will come back to Intel even more.
With future core chips even less power hungry, it will become a mute point to use Atom or equivalent.
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chipguy

01/29/14 4:38 PM

#129033 RE: ibc #129030

Another bear scenario is that Atom replaces Xeon sockets with much lower margin dollars.

1. Intel says server Atom and Xeon have same margins
2. Xeon is far more useful than Atom over a wide range
of applications (FP intensive, single thread performance
sensitive, business critical applications etc)