Replies to post #129094 on Intel Corp (INTC)

[chipguy]

Seattle has the SeaMicro fabric built-in.

Big frigging deal. It isn't even CC. It is just yet another AMD
proprietary interconnect no one else gives a **** about.

While everybody is looking at minor differences between SPEC and TDP, Seattle can scale way up in dense, power-efficient, high-bandwidth, low-latency, and cost-saving dis-aggregated systems.

Wow, I guess they must be selling a ton of those. Oh wait, AMD
hides SeaMicro sales in with its processor sales and "Computing
Solutions" sales in Q4 were down 9% sequentially and 13% YoY.
Not exactly moving the needle is it?

Avoton is single-socket, and needs all kinds of help if it's to be used in larger systems.

Define larger system. If you mean multi-socket SMT then Intel
already sells far more suitable processors for those kinds of
systems. If you mean box full of tiny independent servers that
can talk over ethernet then Avoton is just fine for that.

[morrowinder]

FPG: thats all well and nice...

But they have a lot of Intel based servers today including Atom, Xeon with a smattering of AMD Opteron and fairly low MSS. Granted AMD Opteron use will increase but SeaMicro with it's existing Freedom fabric was purchased for 334 million. The fabric technology is defintely there but now you are going away from X86 and all the ready made management software and tools and mature compilers. They take a step back when they move to ARM in many respects. Thought it is better and faster than the first gen Atom product they released it now needs to be validated for enterprise on an entirely recompiled OS and programming and has to overcome a very entrenched incumbent. Those of us who watched Intel slog through the 90s to win server MSS know the many many factors that make Enterprise wins difficult.

[Dmcq]

How can everybody be missing this little fact:

Seattle has the SeaMicro fabric built-in.

I'm not sure it does. They said it would six months ago but I don't see anything about it in their release a couple of days ago. It might be nice but I don't see it as important as the other factors.