Advanced Micro Devices Inc (AMD)

[chipguy]

Now, seriously, AMD has two main OEMs on board for
Opteron right now: IBM and Sun. One company very dominant and
currently in an upswing, selling more and more Xeon servers
which are paving the way for Opteron sales.

This makes no logical sense at all. More Xeon sales paves
the way to more Xeon sales in x445 boxes and eventually to
more IPF sales in x455 boxes which use the same basic
platform architecture. IBM doesn't even offer an Opteron
based commercial server.

I think that we will see HP on board selling Opteron
into the Xeon market next year as AMD's production ramp
accelerates, but that is just my opinion.

Again this makes no logical sense at all. HP is Intel's
co-architect for IA64 and is pushing it hard across the
entire computing spectrum from entry level workstation
to 64 way commercial server, has a dedicated compiler
group for IPF as well as multiple proprietary OS ports
ongoing. I'd sooner expect Intel to resurrect Alpha or
Sun to adopt IPF as a third 64 bit platform than HP to
start selling a product line based on Opteron.