Elmer, on capacity constraints
I agree with you that AMD can't satisfy such a steep jump in demand. But what I was saying was more along the lines that with AMD64, the x86 line is complete and able to bridge the application gap from simple consumer or business apps to the most complicated 64-bit apps and even some (possibly most)supercomputer-type needs.
This makes x86 even more dominant than it has ever been in the past. AMD64 is just the final part of that dominance. The side effect of x86 dominance through to 64-bit and cluster systems is that alternative architectures, including Itanium and the new Sun machines, will have a much more difficult foe to dislodge.
And my speculation is that that particular battle, with AMD64 added to the x86 side, is too uphill for any other alternative architecture to succeed.
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