Advanced Micro Devices Inc (AMD)

[Maui]

Joe,

from the article :
At Intel, spokesman Howard High says that Itanium is actually doing better than most people realize. The company will announce at its analyst meeting later this week that analysts' estimates of its sales "are off by an order of magnitude," he says. "This year and next are very big years for Itanium,"
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This is quite a statement!. What the street estimate for Itanium ? 15k ? If Intel has sold 150k instead, that translates into 300mil additional revenue. Most of which might show up in Q4. Add to that the centrino craze and current low cost structure, Intel (and AMD due to flash and Opteron) can make a big splash next 4 to 5 quarters.

Maui.