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chanj0
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Cost and Performance
chanj0   12/21/2013 9:42:00 PM
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The competition will come down to cost-performance ratio. Cost will cover daily operational cost. It means power consumption of the server (not just the CPU). Performance will include not only MIPS but also how many VMs and services can be run on a single server.

Is there a comparison study of x86 vs ARM? Ideally, a benchmark study.

Sheetal.Pandey
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Re: Ready for take off?
Sheetal.Pandey   12/21/2013 9:52:03 AM
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Its just the start of a big race..Intel is ahead and have good stamina. May be they can acquire the small players to kill the competition if its worth it..

KB3001
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Re: Ready for take off?
KB3001   12/21/2013 8:20:24 AM
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The natural conclusion is that Intel will reduce its profit margins considerably to be able to compete. If that trend continues, earnings per share will go down and shareholders will start to question the current strategy. I personally do not think this is sustainable.

daleste
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Re: Ready for take off?
daleste   12/20/2013 11:57:34 PM
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Even though the market is very well served today, Intel has a lot of muscle.  I expect that they can take a big portion of the market, but they may not be the best fit for the job.  We will watch as the market changes.

zewde yeraswork
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Re: Ready for take off?
zewde yeraswork   12/20/2013 2:39:30 PM
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I think that's the key question....that and how well-positioned will ARM and companies like AMD who use ARM SOCs be three or four years down the road....

rick merritt
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Ready for take off?
rick merritt   12/20/2013 2:14:14 PM
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Intel is well positioned today, but can it hang on when the market takes off circa 2015?

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