What is the impact to HPE of Microsoft strategy to develop CPU / Chips for in Servers in house.
https://www.bloomberg.com/news/videos/2020-12-18/microsoft-will-make-own-chips-for-servers-computers-video
At least give Apple and Microsoft Strategy gurus credit for "cutting the cord" with Intel and controlling their own destinys and the hell with the "INTEL ROADMAP" aligning with "CPQ/HP/HPE ROADMAPs". Reliance on Intel Roadmap put was a huge deteriment to being responsive to customers needs and the ability drive solutions.
https://www.zdnet.com/article/alpha-proved-costly-for-compaq/
"On a Cleard Day" many of us recall the "Alpha Processor".
Now once again we are aligning to the AMD Roadmap which currently has the lead in manufacturing and chip technologies.