> I think SGI failed to understand that there was a point where desktop PCs would be good enough to replace dedicated workstations.
I think the real problem here is PC workstations, with Windows NT (later Linux) and an Intel chip, could do 90% of the SGI workstations for a fraction of the price. By workstation I mean an honest workstation with a high end graphics card, 10k RPM SCSI drives, and hundreds of megs of RAM.
The price of SGI workstations was "call us" which translates to tens of thousands of dollars per workstation. PC workstations didn't and couldn't replace all uses of SGI workstations. What SGI was not able to handle was the fact their customers suddenly having a viable option besides paying them tens of thousands of dollars for their workstations. Even their Visual Workstations weren't a real improvement cost wise as those were still overpriced compared to competitors' PC workstations.
This is my recollection of the era as well. A quality PC like a Compaq was already a good alternative during the Motorola era. In a lot of ways the whole RISC thing was a dead end as all that happened was SGI, IBM, HP and Sun cannibalised each others sales.
ARM is the only one left standing from that era which with hindsight seemed so unlikely.
Keep in mind several of the others survived long past their public visibility. There were MIPS smart phones for a while. Both PPC and MIPS long outsold x86 in number of CPUs - just at low margin licenses with the bulk going into embedded uses, like ARM.
ARM had the advantage in that space of starting from the very low end, and being able to squeeze margins instead of being squeezed.
Don't forget IBM is still selling (and improving) their POWER family, running AIX (which had the low-end eaten away by Linux) and IBMi (which is the only minicomputer family still standing). IBMi is extremely well defended as it's not even fully documented (unlike mainframes) and, therefore, doesn't even have a way to be emulated outside IBM. And I would not be surprised if that "secret sauce" to be kept in an underground facility under a mountain in the middle of a desert, in a completely offline system behind multiple biometric locks.
ARM survived this long because it had a niche others couldn't break into (and still can't) as the highest performance per watt anywhere.
I think it would be more accurate to say the RISC workstation built entirely of custom low volume components was a dead end. Even if SGI decided to cut their margins to compete on cost their lowest prices would still be way above a PC workstation. Compaq benefitted from economies of scale that SGI could not.
RISC architectures live on today. Your house likely has dozens of MIPS chips in various components. You've got more ARM chips for sure but no shortage of other RISC chips in various components.
“Custom low volume components” is a marketing strategy. They could sell them to competitors and make money off the components. Late in its history SGI owned MIPS and sold their hardware to others. I have a WindowsCE laptop running on a MIPS R4000 processor. Runs NetBSD with effort, but with dignity.
I think the real problem here is PC workstations, with Windows NT (later Linux) and an Intel chip, could do 90% of the SGI workstations for a fraction of the price. By workstation I mean an honest workstation with a high end graphics card, 10k RPM SCSI drives, and hundreds of megs of RAM.
The price of SGI workstations was "call us" which translates to tens of thousands of dollars per workstation. PC workstations didn't and couldn't replace all uses of SGI workstations. What SGI was not able to handle was the fact their customers suddenly having a viable option besides paying them tens of thousands of dollars for their workstations. Even their Visual Workstations weren't a real improvement cost wise as those were still overpriced compared to competitors' PC workstations.