Intel Corp (INTC)

[facsnotfiction]

Intel forced to follow AMD on X86-64
The truth is Dell and HP told Intel to get their act together or else. Itanium is not the answer businesses are looking for. Intel spent billions on Itanium and have nothing to show for it. Now Intel must try and get Prescott in order in terms of thermals and performance and 64bit so that it can compete against Opteron and A64. That price cut yesterday on Opterons is going to put pricing pressure on high end Xeons, hello shrinking server margins for Intel. I think it's hysterical how Intel management downplayed Opteron, almost like it doesn't even exist, like they are doing something ground- breaking, rather than the reality that they must follow AMD on X86-64. The answer is can they get it right, or is that why Prescott has been nothing but vaporware so far with a 4th stepping coming in May?