Intel and IBM
Intel has BILLIIONS to plow into chips. I wouldn't be confident in IBM delivering something that radically outperforms Intel by end of next summer. I'd sure like to see it. I'd sure like to see all IBM's efforts in SoI, high K, strained silicon (Intel doing this too), SMT, dynamic power and frequency management, and whatever else.
Speaking of whatever else, I hope we see an on-chip memory controller, more L2, radically better Integer performance (another unit or just better use of existing), and improved AltiVec (include some of those functions in the G4+ that the G5 lacks). Oh yeah, one more thing, wider pipes for main memory (provided there's a practical main memory and motherboard solution). I'm not so gung-ho about a dual core 980 unless IBM and Apple can feed the CPU enough data from main memory to make it worthwhile.
As for the next three months, I agree that we'll see a speed bump. I don't accept the notion that heat dissipation alone precluded Apple from throwing 970's into iMacs.
Anyway, I wonder if IBM offered Apple a choice regarding production volume: higher volume in 130 nm 970s now, pushing 90 nm 970s out. Or, just enough volume for the PowerMac line now, with a quicker availability of 90 nm 970s so Apple can offer faster units for PowerMacs, lower power units for PowerBooks, and plenty left over for iMacs.
Well hell, I don't know jack about IBM's production capacity. Who here really does? Remember, Fishkill is not dedicated to 970 production. Other products are manufactured there as well.
As for xServe, IBM announced 1.6 GHz 970s for its blade offering. Apple could almost certainly do the same. Question is, why not already? At 130 nm, the 1.6 GHz 970 heat dissipation is comparable to Intel/AMD beasts. So why is IBM delivering its first 970 finished product in January? Could it have something to do with optimizing Linux (and AIX) and other software for the 970? I wish I knew. Another point, with servers, heat dissipation noise (fans) aren't a problem. Though, the electricity costs do matter.
I've ranted too long again.
Eirik