Advanced Micro Devices Inc (AMD)

[KeithDust2000]

sgolds, I think the server market is more complex than these comments indicate.

It certainly is, but this has been discussed so many times, and I also have made many lengthy posts on it, so I don´t feel like rehashing all this again. I will however point out trends and numbers again as soon as we have the detailed numbers for Q3.

Of course, with HP, one of the biggest server OEMs, and INTEL behind it, Itanium will sell, there´s no way around that, especially since competing proprietary architectures are systematically eliminated, and HP is cutting deals for Itanium faster than you can look. But it won´t be enough in the long run against server commoditization.

X86 already makes up 92% of overall server volume, and is getting more successfull in all segments of that market. Opteron helps closing the gap in performance. The need for other architectures is decreasing at a rapid pace. Linux adds more fuel to the fire. I think it´s impossible to ignore these trends.