Re:The Huge Premium Intel Is Charging for Skylake Xeons
by ksec on Saturday September 02, 2017 @01:30PM
(#15157186)
There are few things at play. And this time is a little different.
1. Opteron in the early 2003 to 2004 did have a good run. It forced Intel to lower prices as well as using dirty tactics to compete. Let's not forget Opteron was AMD first entry into Server market. AMD then failed to execute after that.
2. Software compatibility was a thing, and may still be a thing judging by the comments here. But remember Datacentre is now largely dominated by Cloud and Web Host Providers, and most of them depends on Open Sources Software. All of a sudden, Google Amazon and Microsoft have incentives to improve software compatibility, if there is such problem exist.
3. IO compatibility / performance used be a problem for AMD. I am surprised it is not mentioned anywhere. Intel has the best IO ever with their Chipset. From PCI-E, SATA, AGP etc. But now none of these IO implementation are secrets anymore. Thanks to the SoC IP industry you can get the best and leverage the battle tested IP from other vendors. And not to mention the really only IO left is PCI-E. Which is very well defined.
I expect there will be lots of interest to test out EPYC, but the real volume will be Zen 2, when the industry has settled on EPYC being good enough. And I cant wait to see how Intel would react, after all if you look at their recent management teams changes it seems they dont have a clue what they are doing.
1. Opteron in the early 2003 to 2004 did have a good run. It forced Intel to lower prices as well as using dirty tactics to compete. Let's not forget Opteron was AMD first entry into Server market. AMD then failed to execute after that.
2. Software compatibility was a thing, and may still be a thing judging by the comments here. But remember Datacentre is now largely dominated by Cloud and Web Host Providers, and most of them depends on Open Sources Software. All of a sudden, Google Amazon and Microsoft have incentives to improve software compatibility, if there is such problem exist.
3. IO compatibility / performance used be a problem for AMD. I am surprised it is not mentioned anywhere. Intel has the best IO ever with their Chipset. From PCI-E, SATA, AGP etc. But now none of these IO implementation are secrets anymore. Thanks to the SoC IP industry you can get the best and leverage the battle tested IP from other vendors. And not to mention the really only IO left is PCI-E. Which is very well defined.
I expect there will be lots of interest to test out EPYC, but the real volume will be Zen 2, when the industry has settled on EPYC being good enough. And I cant wait to see how Intel would react, after all if you look at their recent management teams changes it seems they dont have a clue what they are doing.