AMD strictly moderated (AMD)

[Ixse]

Chipguy, you know very well that IPF was chosen to replace PA RISC + Alpha + High end MIPS, that development on those last three architectures ceased at HP and SGI, and that the total market of IPF + PA + Alpha + High end MIPS isn't growing. So the very high Itanium growth rates aren't that impressive considering this.

Montecito will change the equation, meaning even more difficult position for SPARC (this sandwich between POWER+IPF and x86 is getting squeezed and it doesn't look like this will stop until possibly Rock). POWER should be OK though as Montecito does not seem to have a significant enough advantage over POWER to grab significant share from it. x86 server sales won't see current long term revenue growth getting curbed as a result of Montecito. Just my 2c.

Regards,

Rink