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[IP] more on Apple to ditch IBM, switch to Intel chips | CNET News.com





Begin forwarded message:

From: Newmedia@xxxxxxx
Date: June 5, 2005 2:47:29 PM EDT
To: dave@xxxxxxxxxx
Cc: shap@xxxxxxxxxxx
Subject: Re: [IP] more on Apple to ditch IBM, switch to Intel chips | CNET News.com


Jonathan:

> One reason for this is that Sun's attempts to develop high
> performance SPARC chips have failed.

Just as Intel is now switching to dual-core (to be followed by quad, etc.), 64-bits, encryption (LeGrande), virtualization (Vanderpool), imbedded management and so one -- they call it *Technology, the rest of us might simply call it "architecture" -- since the Megahertz Race has slowed due to heat/power problems at 90/65nm (and Itanium has been niched at the high-end) . . . so one should expect IBM, Sun, AMD and others to turn to more sophisticated system design features also.

Since annoucing their division of labor with Fujitsu earlier this year, Sun's design efforts for SPARC are almost entirely focussed on CMT (Chip-level Multi-Threading.) The upcoming "Niagra" design -- with parts that are regularly flashed around at Sun meetings -- will handle 4 threads per core and sport 8 cores per die. 32 threads per chip clearly isn't intended to win at SpecInt benchmarks. Mips isn't the goal of this design . . . obviously.

What Sun (and many others like Azul Systems, etc) have begun to tackle is the fact that many widely differing workloads are starting to congeal out of the "Network Computing" cloud and that it probably makes sense to build machines that can specialize on one or another group of these workloads. Hey, we've got plenty of transitors to throw around so why not?

Today none of this can be done with AMD64s . . . or any other "standard" microprocessor. This is also, by the way, one of the reasons why Sony and Microsoft are using custom designs for their next-generation game consoles. If you know your workload, then you probably don't want a standard part -- or so the logic goes.

Will the next generation "K-10" AMD parts -- now being designed by Charles Moore, ex-IBM architect of the Power 4 -- be able to handle this level of systems "customization"? Will Andy Bectholsheim be able to build "structured ASICs" that incorporate AMD64 cores the way that Apple, Sony and Microsoft can now do this with PowerPC cores? Will Transitive's emulation technology adequately bridge from SPARC to x86?

My guess is that analysts and investors -- as well as customers -- will have plenty of exciting new systems technologies to talk about over the next 4-5 years . . . which is what makes all this interesting for me.

Best,

Mark Stahlman
New York City



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