- Jan 7, 2007
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- it managers changing server purchasing, update cycle from 7-10 yr to 3 yr cycles. dis-aggregation and short cycles means they will be buying lower end intel chips affecting profit.
- amd will take marketshare by virtue of being the go to for cloud, small servers will remain intel until cloud becomes the cheaper solution.
- older enterprise servers still running on software built for win2k so they will continue to replace them with older intel equipment.
- apu server chips with amd hardware virtualization are especially attractive due to simplicity wrt server rack integration.
- epyc cache offers absurd performance benefits.