Advanced Micro Devices Inc (AMD)

[I_banker]

Chipguy, as an Intel or AMD investor, the relevant figure is not how much the systems cost, but rather, how much the processors sold for. Intel doesn't benefit differently if HP sells a $2 million dollar system or a $20 system.

What matters is how much revenue the chip is creating for the manufacturer, as this will determine its profitability. In the case of Itanium, it generates more profit per chip for Intel than Opteron does per chip for AMD. Using this metric would be a meaningful comparison, but is a magnitude different in the end results as compared to system price comparisons. Using system prices is irrelevant unless you happen to be a HP/IBM/Sun/et. al investor.