Re: Which isn't shipping for another week yet. And when it does ship, won't account for but a small fraction of Intel's overall units.
Are you dense? Intel has already shipped the CPUs to Dell and HP. They've already made money on them, and they are ramping up more. Dell and HP take a couple of weeks to build their server products, and you can benchmark the dates versus their other product lines to prove this:
For the second part, you seem to be in denial about how many Woodcrest chips Intel can ship. Why would you assume it's a small fraction when:
A) Leaked NDA forecasts put the Woodcrest ramp at 50% of the server market by the end of Q3 2006.
B) Intel has every reason to have every single wafer start possible positioned for a Core architecture ramp.
C) Intel has ramped server parts before (such as Nocona) that transitioned the entire product line in the matter of months.
And yet you are still in denial that Woodcrest is going to be an impact? Do you have any argument that's half way reasonable to support this, or is it just your wishes and hopes?
Re: Now Conroe is different. But unless there is new information, it won't be but a small fraction of Intel's product mix until next year.
What represents a small fraction to you? The leaked NDA forecasts said to expect ~25% of the performance and mainstream market to be ramped by the end of the year, which is nearly all the >$200 price points. By the end of the year, AMD won't be able to sell a single part >$200 that does not have a competing part in the same price range from Intel that will beat it in both performance/$ and performance/watt. If you doubt this, then go ahead and cite your sources.
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