Intel Corp (INTC)

[chipguy]

IBM is in the process of replacing its former Itanium slot with Opteron.

No kidding? When do you expect IBM to ship a 16 socket
Opteron system?

SGI is BK

You might be surprised how much IPF gear SGI sells over the
next 6 months of reorganization.

so now it is just HP. Hard to pretend otherwise.

You mean other than NEC, Fujitsu, Hitachi, Unisys, and Bull.

NEC had 8% of the IPF market in the first three quarters of
2005, more than SGI.