The real winner of the console war[IBM]

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Ace Pace
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The real winner of the console war[IBM]

Post by Ace Pace »

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With Power chips in the Vole Xbox 360 and Wii and a Cell chip in the PS3, IBM is laughing all the way to the bank.

According to the Baltimore Sun, Biggish Blue is likely to sell $3.7 billion worth of chips and associated design services this year. Last year it made $2.9 billion and the year before "only" $2.5 billion.

This is not bad dosh considering that only a few years ago analysts thought that IBM was set to sell off its microelectronics division because the outfit was losing cash.

It is surprising to have such good figures in a year that IBM lost one of its bigger Power chip customers, Apple, which moved to Intel.
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Praxis
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Post by Praxis »

Maybe I should buy some IBM stock.
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Admiral Valdemar
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Post by Admiral Valdemar »

Do that, and I guarantee AMD or Intel will make something to kill that stock off very quickly. Playing the technology market is a lot like Russian roulette. With an auto.

Good for IBM then. But I wouldn't rely on this forever. They might just piss off those they played and then they'll be in hot water when it comes to the next next-gen.
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Post by Count Dooku »

Ever since E3 2005, when the tech specs for the Xbox 360 and PS3 came out, I really wondered why Sony and Microsoft chose IBM to make their processors, instead of Intel or AMD. I'd bet that either of the two companies would be willing to sell a fairly top of the line processor for a decent price - I mean, it's not like they wouldn't be making millions of them....
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Post by Praxis »

Admiral Valdemar wrote:Do that, and I guarantee AMD or Intel will make something to kill that stock off very quickly. Playing the technology market is a lot like Russian roulette. With an auto.

Good for IBM then. But I wouldn't rely on this forever. They might just piss off those they played and then they'll be in hot water when it comes to the next next-gen.
Regardless of what AMD or Intel do, there's no way Microsoft, Sony, or Nintendo can change chip manufacturers until their next systems come out in 4-5 years.
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Post by Medic »

Praxis wrote:
Admiral Valdemar wrote:Do that, and I guarantee AMD or Intel will make something to kill that stock off very quickly. Playing the technology market is a lot like Russian roulette. With an auto.

Good for IBM then. But I wouldn't rely on this forever. They might just piss off those they played and then they'll be in hot water when it comes to the next next-gen.
Regardless of what AMD or Intel do, there's no way Microsoft, Sony, or Nintendo can change chip manufacturers until their next systems come out in 4-5 years.
But haven't you heard? PS3 has a Sony-expected shelf-life of a decade.

XSphere or whatever will replace the X360 will trump PS3 so bad if Sony sticks to that pipe-dream.
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Post by Praxis »

SPC Brungardt wrote:
Praxis wrote:
Admiral Valdemar wrote:Do that, and I guarantee AMD or Intel will make something to kill that stock off very quickly. Playing the technology market is a lot like Russian roulette. With an auto.

Good for IBM then. But I wouldn't rely on this forever. They might just piss off those they played and then they'll be in hot water when it comes to the next next-gen.
Regardless of what AMD or Intel do, there's no way Microsoft, Sony, or Nintendo can change chip manufacturers until their next systems come out in 4-5 years.
But haven't you heard? PS3 has a Sony-expected shelf-life of a decade.

XSphere or whatever will replace the X360 will trump PS3 so bad if Sony sticks to that pipe-dream.
The PS2 is supposed to have a ten year shelf life too. PS1 had a ten year shelf life.

PS4 will come out after five or six years, PS3 will still be supported for a few more after that.
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Post by phongn »

Count Dooku wrote:Ever since E3 2005, when the tech specs for the Xbox 360 and PS3 came out, I really wondered why Sony and Microsoft chose IBM to make their processors, instead of Intel or AMD. I'd bet that either of the two companies would be willing to sell a fairly top of the line processor for a decent price - I mean, it's not like they wouldn't be making millions of them....
Neither Intel or AMD do custom work, that's why. IBM does. And Microsoft got burned last time when they tried to have off-the-shelf components.
Admiral Valdemar wrote:Do that, and I guarantee AMD or Intel will make something to kill that stock off very quickly. Playing the technology market is a lot like Russian roulette. With an auto.
Not if you do your homework.
Good for IBM then. But I wouldn't rely on this forever. They might just piss off those they played and then they'll be in hot water when it comes to the next next-gen.
Fortunately, IBM does not rely on their semiconductor group for profit.
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Post by Praxis »

Playing the technology market is a lot like Russian roulette. With an auto.
Well, as long as you don't go first... :D
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