I don't know why I bother with this blog, but I've decided I need to keep writing because I want to polish my skills. That and I REALLY want to get my opinion out in some sort of public forum. Every time I talk to somebody about processors, I find myself going into my analyst mode and it just seems like where I feel most comfortable. My biggest problem as an analyst is that I can be too rational, and sometimes the success or failure of a product, or even a market, is not based on rational reasons.
What I want to do in this post is say that I'm not completely against Larrabee as my previous posts would have suggested. I am completely against the hype around Larrabee. Realistically it's over a year away from introduction, most of the work to make it a graphics card involves software, and Intel has a terrible track record on quality graphics.
What I become intrigued about with Larrabee is the possibility of developing custom software APIs and renderers that don't use DX or OpenGL. The last graphics company that went up against Microsoft and its DX juggernaut was 3Dfx with Glide. Intel has a much stronger position than 3dfx, but still there going to be some tension with Microsoft.
Jon Peddie had an interesting perspective: he thinks it can expand the market by "validating" discrete graphics in the mainstream. I also have another reason to encourage Larrabee - it is likely that Intel will limit the power of its integrated graphics chipsets in order to not overlap with Larrabee. Intel will willingly throttle its own chips to make way for Larrabee, which also means NVIDIA (being unconstrained) will continue to lead Intel's integrated graphics.