Advanced Micro Devices Inc (AMD)

[Maui]

Keith,
Re : "If we were to ship Opteron Hardware it would put pressure on Intel to bring out its Yamhill chip," he said. "As soon as they play that card, it makes it more difficult for them to sell Itanium-based systems."

This doesn't sound like a strategy to follow, if SUN wasn't afraid of Itanium.

From this article :
Multithreading, 24MB Cache in Itanium 2's Future
http://www.eweek.com/article2/0,4149,1382547,00.asp

In the second half of the year, the industry began seeing the adoption of Itanium crossing over from the high-performance computing space into the enterprise, fueled by a domino effect that began with Microsoft Corp.'s release of Windows Server 2003 in the spring.

------------------------------------------

Any idea when the report for the numer of servers shipped in Q3 comes out ?

Maui.