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Revenue growth is great but enterprise tech companies can grow revenue long after they are as dead as a doornail. Lotus Notes (!) posted revenue growth in 2008

• trhway 6y ago
  >Lotus Notes (!) posted revenue growth in 2008 (!). i worked with Lotus Notes in 1997, and even that 1997 version would be miles ahead of many enterprise software in 2008. A super-hyper-important project had finally [and quietly] failed at Sun around 2008 after several years of trying to build a functionality which was just a one item in the large list of 1997 Lotus Notes capabilities :) Wrt. the original discussion - Intel - anekdotally i don't see any moves on our huge mostly C++ platform (with our customers running machines with hundreds cores and terabytes of memory) toward AMD, unfortunately. Giving the cost structure of software vs. hardware, our customers will run only what is certified by us, "minor" theoretical savings on AMD hardware be damned. I think that only when Intel will get really slower than AMD, then the enterprise glacier will start moving. If i were AMD, i'd not even bother with enterprise on-premise datacenter, and would focus instead on those few places where the future is - AWS and the likes. By the time Intel, if it happens at all, brings the price/performance and energy/performance (the metrics which are really important to cloud and not that to enterprise datacenter) back to competitive level, the cloud may be owned by AMD.