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Interesting read, but there are a few oddball statements in it, like "RISC vendors will always be able to make a faster, smaller CPUs". Huh?
We are dumping our Sun workstations left and right (Blade 2000s, no less) and replacing them with MUCH faster x86 Linux boxes at 1/3 the price. I don't simply mean faster clocks, I mean better performance. Simulation runs that take days on Blades run in LESS than a day on one of our 2.8G P4 boxes. Sure, Sun may one day offer a CPU that is faster than a P4 or Opteron, but they will want $10K for it and it will only be 2% faster. As far as I am concerned, Sun is dead, at least as far as 99.99% of the market is concerned. Hope the other RISC vendors can figure out a way to compete with x86, because at this point what they have to offer is both slower and more expensive.