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by hakfoo 991 days ago
I wonder how much of that was each one being largely one-vendor operations. Even high-margin markets like servers and HPC can't compete with selling a billion cheap chips for white-boxes.

If there had been an "Alpha Inc" akin to the ARM Ltd model, I wonder if the platform could have survived longer. It might be able to tap firms that want to play in the high end market, but weren't interested in buying from a direct competitor (picturing those big beige Dell Poweredge PII cubes, but with Alphas in them), or they might have gotten a better deal out of stuff like AMD using the EV6 bus for the Athlon.

Aside from that, I suspect there was a significant aspect of vapourware to the Itanium strategy. Peak Intel had great manufacturing process and an endless bankroll; it was easy to assume that they'd deliver a product that would be impossible to compete with, may as well give up on another architecture. By the time the Itanium product shipped and everyone saw what a lemon it is, it was too late to reallocate the resources and make up for years of lost effort.

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