Originally posted by: AIWGuru
What idiotic speculation. Not even AMD has the fab capability to produce enough chips to replace Intel.
IBM certainly doesn't.
You would be wrong on that account. IBM has huge and relatively unused manufacturing capacity that they are losing money on precisely because it is going unused...that's why they've inked deals w/AMD and others to fill some vacant capacity. And who said anything about 'replace Intel'.
IBM wants to increase their profits just like every other publicly traded company; they want CPU revenue if it can be had. If the Power5 becomes a competitive architecture in computing, which some are saying it will play a very important role in the Linux market, MS may wish to offer windows on the power5 system.
That is a stretch but time will tell...MS and IBM may be planning a larger commodity hardware family than we presently expect.
