Re:ARM Mac Impact on Intel
by mywittyname on Monday June 22, 2020 @12:11PM
(#23601845)
I think it's still a sound investment, not for the ROI, but for a stake in controlling the future. They could mitigate the anti-trust angle a bit by getting Apple, IBM, and maybe Google onboard.
Microsoft controls a lot of lucrative business-centric markets. An advantage that seems to have helped MS Azure surpass AWS in marketshare. One of Microsoft's weaknesses is their in-ability to migrate away from x86 in any meaningful way. IBM could used Redhat to push the corporate server market away from x86 under the guise of lower operating costs, which could deal a tremendous blow to MS, leaving Amazon and Google with an opening to hit the Office and Azure market.
Microsoft controls a lot of lucrative business-centric markets. An advantage that seems to have helped MS Azure surpass AWS in marketshare. One of Microsoft's weaknesses is their in-ability to migrate away from x86 in any meaningful way. IBM could used Redhat to push the corporate server market away from x86 under the guise of lower operating costs, which could deal a tremendous blow to MS, leaving Amazon and Google with an opening to hit the Office and Azure market.