Xbit Labs: Dell starts to test ARM microprocessors in servers

[Cerb]

For whatever reason, AMD seems pretty adamant about not putting RAS features on Bobcat. I suspect this has to do with sales of lower priced bobcats potentially eating into sales of more expensive Opterons.

Except that makes no sense, unless they are planning to get out of servers. In fact, it is almost just like American car companies with their big trucks (including SUVs). They made good small cars, but ignored that segment in favor of higher margins on trucks. When trucks started going out of fashion, they were caught with their pants down.

Cloud computing and physicalization may be trendy IT buzzwords, but what they represent (scalable computing for the mass market) is not going away. If a cheap low-end low-power chip could eat into the market of a bigger power-hungry chip, and the market is more interested in the low-power chip, then their pricing model is broken, and they need to adjust their products and prices to fit the market. The market will have enough choices in the next few years to leave them behind if they don't.