Advanced Micro Devices Inc (AMD)

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Intel said in the CC that Xeon shipmemts in Q3 were up 20% sequentially from Q2 2003 and that Itanium shipments set a record in Q3.
Looks like AMD's Opteron launch has had no impact on Intel.
Too bad AMD is spending all their money on a 64 bit small market opportunity while Intel is raking in the dough on 32 bit Xeons and notebook chips like Pentium M/Centrino.
AMD may have shot itself in the head chasing the wrong markets.

-SZ