[Beowulf] Intel Storm on the Horizon ?

[Bill Abbott]

I do plan on keeping an eye on 20B market cap HPC vendors.  So far I've 
found exactly one.

Bill

On 07/03/2018 01:38 PM, C Bergström wrote:
>
>
> On Tue, Jul 3, 2018 at 10:35 PM, Douglas Eadline <deadline at eadline.org
> <mailto:deadline at eadline.org>> wrote:
>
>
>     > It's an interesting theory, but just because Intel is off-schedule.. why
>     > would you think AMD is positioned to capitalize?
>
>     If SA is right, Intel is not off schedule but rather off the rails.
>
>
> I see hand waiving and smoke, but let's see performance numbers that
> show them in critical trouble. That's the only way that I can imagine
> this having any tangible market impact. Intel is a ruthless company, I
> certainly wouldn't under estimate them.
>
>
>
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