Intel's Itanium 2: Succeed or Fail?
An anonymous reader writes "'Intel's most powerful processor ever has the ability to take on IBM, sink Sun, make or break HP, and crush or revive AMD,' says Fortune's David Kirkpatrick. But the 64-bit question is what happens to the heavyweight competition if Itanium 2 succeeds or fails?"
As Intel now loses its backwards compatibility, they also lose their biggest advantage. Sadly, the IA64 will probably lose out to less spectacular, but IA32 compatible designs.
Alpha tried to emulate the x86 earlier and failed. Sadly.
What exactly *is* the problem Intel has with manufacturing/designing Itanic? I always liked the theory.
Cheers,
-b
It'll never be the success that intel and HP envision for it and here's why. First, it's too hot and too expensive. Secondly is doesn't have any applications. I don't mean Gnome and KDE, I mean the sort of applications that big corporations run. Thirdly it isn't backwards-compatible with any existing architectures. You can't just take your binaries over and run them, at least not at full speed. Applications will need to be ported and retested. This is not insignificant in time, effort and cost. Fourthly, most people who want 64-bit in the corporate world already have it in the form of SPARC, Power, PA RISC and Alpha. Why should they change to an unproven, immature "jam tomorrow" architecture given their working and reliable systems already in use? I'm afraid intel missed the boat by about 10 years. If they'd brought out a 64-bit RISC at the same time as SPARC, MIPS, Alpha and Power they might have stood a chance. It's a turkey, and apart from a few niches (e.g. number-crunching super computers) it's doomed to failure. I don't even need to mention how Athlon 64/Opteron will eat its lunch in the commodity sector of the market.
Stick Men
Itanium/2 is a 64 bit processor. So it needs 64 bit software, including the OS.
Umm, no. For example I am running 32-bit Solaris on a 64-bit UltraSPARC. And applications compiled 32-bit.
Whereas in the case of Windoze, the 32 bit stuff (and even some 16 bit stuff) is built right in to the API.
Yes, that's why it's called the Win32 API. Work is well under way on Win64, but in Microsoft's ideal world, almost no-one will write to the Win64 API - they'll target the CLR, which itself will be 64-bit native.
Then the millions of apps that people use, right now an excellent way to lock customers in, are going to turn into a lodestone around their necks.
Yes, just like when Apple moved from 68k to PPC? Nope, wasn't a problem.
I'm sure Micro$oft is pissed as hell, but Linux is going to take a huge upswing when Itaniums start flying off the shelves.
That doesn't necessarily follow either. After all, Win 3.11 didn't fully exploit the 80386 either, and it wasn't 'til the first NT that Microsoft did.
It's already happening, you just haven't noticed it yet.
Jon.
You might remember the same situation when Win32s and then Win95 were released. It took a few months for most of the apps to be rereleased in a native 32 bit format. Luckily win16 was (and is) still supported. Such will be the case with 64 bit desktops.
There have been articles in the MSDN about porting existing code to 64 bit windows API for a while.
I've perused them and there's really no major learning curve. Most stuff will just recompile as is, except for a few pointer hyjinks and some more esoteric inlined ASM.
Thing is, the same problems can apply to Linux and other OS code. Sloppy code is sloppy code no matter the social viewpoints of its authors.
I don't need no instructions to know how to rock!!!!
I think the author has it backwards. He says if the new chip fails then blah. However, the more coherent argument is that if blah happens, then Intel's new chip has failed.
But, the author doesn't seem to realize that there's more than just out and out success or failure on the spectrum. It's more likely that there will be incremental change. Intel sells X units to A, B, and C, AMD sells Y to D, E, and F, and IBM, SUN, and co. sell to whomever. And things kinda ballance out.
All this new technology that's supposed to change everything dramatically, changes things to the degree that it's touted to. My money is still on evolution rather than revolution.
In mathematics, one does not understand things, one merely gets used to them.
--VonNeumann
Aw heck, I've seen plenty of those same assumptions in OSS code as well. Assuming int is 16 bits, and the such.
Not everyone has the energy to type malloc(sizeof(int)*20)
Bad coding habits are endemic in the free, Free, and proprietary worlds.
Good code will 'just work', bad code will need fixing to work natively.
I don't need no instructions to know how to rock!!!!
Plus, less power consumption could mean thousands or tens of thousands depending how many servers you have. If you're google or some other huge site with thousands of systems, the power savings means lower operation overhead.
Well, the trend broke in 2001 when people started to notice that the machines needed for this generation of software was not the fastest but the slowest machines on the market. That most users did not need a top end machine and instead could buy the slowest processor out there. During 2002, the same came true for lap tops. Now everyone is swimming in so much wasted CPU power that it is going to finally crush those that can't adapt to radically lower needs compared to what Intel and their competitors are churning out. Ask someone who runs a computer room and they will tell you that they are quickly consolidating old servers that cost $250K three years ago to a server that costs $15K and only takes up a quarter of the room.
Intel is in real danger of not surviving because it does not understand where we will be in 5 years. 5 years ago when they were in the middle of this effort they did not see our need for speed slowing dramticly and are now producing a chip that has such a limited market that it will never be profitable with all the investment that was in put in.
When you look at how a company responds to the typical S curve of development, they may make the first curve but often that screws up their timing on the second curve and they just go off the cliff.
It is something of a question whether this change will open up opportunities for new software. I think it will. Think shared memory -- very large memory spaces being simultaneously updated and accessed by multiple independent processes and processors performing different tasks possibly for different users. The three drivers of technology are corporate databases, games, and pornography. Huge memory spaces with multiple processors attached have many possible breathtaking applications in each of these domains. Start coding.
I think the success of the Itanium not only rests on its technical merits but more importantly it rests with how much mindshare they can get for the product with the business people who, more often than not, end up making technical decision in a void.
I think that Intel is aware of this. Marketing can make the product. The best engineered solution does not always win out.
With Linux and Java, the actual CPU used inside a box is close to irrelevant. This was the same fact that made the DEC Alpha irrelevant: every program that ran on Alpha ran fine on Intel, with the exception of OpenVMS and Digital Unix software, which were also the only markets where Alphas sold.
Today, the OS has also become a commodity item, and niche OSes such as OpenVMS and Digital Unix are dead or nearing death. A hot expensive CPU cannot capture a market when it has to compete on a level playing field with cheap CPUs that run the same software can can be easily clustered or SMP'd to get the same performance.
The only way to break into a saturated market is to cut prices... does Itanium do this? I don't think so.
They may sell a few for the gadget hunters. But the notion of a CPU competing with IBM is so funny it's almost hilarious.
My blog
Sun are still scheduled to release the UltraSPARC-IV this year (at last report) which will be dual-core (same as Power4) and might again leapfrog IBM for a while.
Sun aren't doing that badly, all things considered, given the current state of the economy. We'll see how things pan out over the next few years, but it's too early to say Sun/SPARC is dying.
Mr. Kirkpatrick's article draws significant business conclusions - Dell will prosper, Sun will fail- from his analysis of the relative positions of the players today. I believe that most of what he cites as fact is wrong:
but I'm not sure his conclusions are wrong.
More precisely, you can't draw his conclusions from either his "facts" or his arguments, but that doesn't invalidate the conclusions.
For one thing articles like this become self-fulling prophecies and their prevalence in management oriented publications like Fortune help explain how Sun can be both a strong company and very weak share.
He may well be right on the specific issue of Itanium's future. Technically it's a pretty good chip and the fact that it's late and under-powered won't be important in the long run -the PA-RISC, which became a significant success, was also late and under-powered.
So will the Itantic sink? In my opinion Mr. kirkpatrick's article missed most of the significant elements in today's market picture that will affect this.
For example, the right parallel could turn out to be Intel's original Pentium Pro. As Intel's first completely 32 bit chip it was, briefly, a world leader in performance but only on 32bit applications. Since most Microsoft software used the older 16bit instruction sets, its performance on the Pentium Pro was terrible. As a result AMD was able to seize significant market share with its K-586 and Intel was quickly forced to re-introduce 16bit compatiblity in the Pentium line.
Years later the Pentium Pro came back - as the xeon - and that could easily be Itanic's fate too, if management at companies like Sun and AMD get their act together and make it happen. (see my article for my comments on how this could be done).
Don't be so quick to predict the demise of Itanium. I would question your analysis based on past history of Intel products.
1. Heat - has been an issue since the 8087 and lower power products or improvements in heat removal technology have continuously become available. Even in current Itanium/Itanium 2 (Itanium Processor Family - IPF) products, heat is an issue but not one that is preventing IPF products from shipping. Over time you will see a significant reduction in dissipation in Deerfield/Monticito (SP?) but, in any case, solutions to the heat issue are becoming available.
2. Cost - Intel products are only expensive while customers are willing to pay high prices for them. Any time Intel has had competitive pressures, they have been able to drop the price to meet the new price point OR introduce new products that allow them to maintain their margins.
3. Nobody seems to understand that there is an IA-32 processor core built into the chips (starting with McKinley (Itanium 2)). For backwards compatibility, it's really an operating system issue more than a hardware/software emulator issue. When the operating systems are properly implemented, IPF will be able to run 32-bit IA-32 applications concurrently with 64-bit IPF applications. When Linux supports this, I think you'll see interest in Hammer wane.
4. I would disagree with your comments on the people who want 64-bit already have them. I would not disagree that there are limited projects testing out different 64-bit architectures, but I would be very surprised at there being any large server farms out there with the latest incantations of Power or Alpha and the SPARC/MIPS are probably looking for an upgrade.
5. Itanium is ideally suited for Linux. I agree with your comments with regards to Windows - but when you are upgrading to a new Linux release don't you rebuild/retest the application to make sure it still runs? In our Linux systems we have been able to port directly from IA-32 to IPF without any changes to application software.
I believe that there is a lot of opportunity in the market for a "standard" 64-bit processor and this is what IPF is designed for. IPF may not be the best or the first but they do have the track record in taking over a market and maintaining it. Nobody has made a lot of money betting against Intel and nobody has ever gotten fired for choosing their products.
I still think that's true. Windows on Itanium is a terrible value proposition -- almost nothing will be native for years and years to come, and x86 execution mode is way way too slow to be cost effective. I think we'll see very little Windows on Itanium.
OTOH, Itanium is virtually ideal for vendors moving from proprietary chips/UNIXen to Linux. I was still fairly skeptical about Linux' chances back then, but I'm not anymore. Linux on Itanium is going to be a smash hit and will dominate the datacenter.
Windows on servers is ... iffy. I see the possibility that AMD's x86-64 will be a hit in that market, but you'd have thought Athlon would be interesting too and it was completely ignored. Then again it's Microsoft's only real chance in the large server market so you can count on them pushing it really hard. If they succeed then expect an Itanium with a much improved x86 execution mode; I don't think Intel will go the extended-x86 route. If AMD does not succeed then Windows is going to be pigeonholed as a small server.
Regarding other chips, only POWER looks set to survive/thrive, but only in traditional IBM environments. Sun is in the middle of a financial collapse; I would be surprised if we see more than one additional generation of SPARC technology from them. Fujitsu has a nice SPARC, years ahead of Sun, but SPARC stuff is such a bad value proposition these days that it and Sun are going to die fast.
jim frost
jimf@frostbytes.com
Well, Mr. PhysicsGenius, you're obviously not a genius when it comes to CPU architecture, operating systems, or the Windows APIs. I hate to flame the pro-Linux crowd (mainly because they hold most of the /. mod points), but this sort of thing, both in Linux and BSD crowds, is what makes us all look stupid. Like when you see these Windows vs Linux comparisons. Advocacy is great! Ignorant advocacy, however, is detremental to the cause. I mean look at this crap. This guy's point is that Windows is bound to a 32bit architecture and will have great difficulty moving to 64bit. Yet there have already been 64bit versions of Windows, and there already ARE versions of Windows in various stages of development for IA-64 and AMD's x86-64, not to mention that there were ports to Alpha and other platforms. This is the purest ignorance. My point is this. If you love Linux, tell people you use Linux. If you love BSD, tell people you use BSD. If they ask why, say "because it is so stable" or something. But don't say "because the archtecture is tuned in such a way as to make the porting to 64bit platforms much easier than W1nd0ze. I bet you M1cro$l0th will go out of business with 64bit CPUs become the norm!!" It makes you sound like a complete tool. Especially when you say "Windoze" and "Micro$loth". May I refer you to the following Penny-Arcade cartoon:
- 07 -22&res=l
http://www.penny-arcade.com/view.php3?date=2002
I don't see how a new processor from Intel, or anybody else for that matter, is going to cause "serious competition" for any vendor such as HP, IBM, or Sun. When choosing a solution, IT doesn't go for Sun because its run on a Sparc CPU. They don't choose IBM because it runs a PowerPC. I give up on why they choose HP. :)
The point is, the CPU is just 1 little part in a solution. Intel isn't going to do any damage to these vendors unless they supply the entire solution, which isn't their business! To think otherwise is pretty dumb and a bunch of PR bullshit attempting to inflate Intel's stock value.
A slip of the foot you may soon recover, but a slip of the tongue you may never get over. -Benjamin Franklin
Heh. WRONG!
Well, maybe not wrong on the processor side. From the vendor side (i.e. the Dells, IBMs, Compaqs, Toshibas of the world), there's just no margin to be made. Services are the only places these companies make money on the desktop, and even that's a tough sell.
Now if Intel can sell decent volume at a decent profit, they'll be fine. However, if the desktop manufacturers can't make a profit on the desktop, then the desktop computer will become a commodity, and CPU prices/profits will fall as a result.
So Intel has to keep both oars in the water. Besides, this processor is FAR bigger than just Intel. Look at the companies who collaborated on it.
"People who do stupid things with hazardous materials often die." -- Jim Davidson on alt.folklore.urban
I won't argue with a thing you say.
I'll only argue with the people lining up to take the IA-64 path. People have pretty much gotten into the mold of assuming that Microsoft will WIN any battle, at least in its core competence (?) arena. It seems that Intel is getting that same priviledged status.
What's worse is that people seem to allow Microsoft, and presumably now Intel, to WIN permanently, game over. Anyone else who Wins a market battle only survives until the next battle with Microsoft or Intel. Pain in the neck attitude, if you ask me. But then, Linux has shown chinks in Microsoft's armor, at least in the server space, and AMD won the last round. I only hope competition can be kept alive.
The living have better things to do than to continue hating the dead.