Intel Corp (INTC)

[facsnotfiction]

Xeon 64's will underperform Opteron
That's what the Intel faithful seem to forget, Xeon and Prescott both underperform Opteron and A64 on 32 bit, it is likely they will underperform even more on 64 bit because of Intel's antiquated FSB which pails in comparison to Hypertransport, which by the way is getting even faster thanks to version 2. Also AMD chips have an on chip memory controller. And the bottom line in servers is performance, and with AMD 's offerings so easily beating out Intels in the server area on benchmarks, why are businesses going to pay more for Intel products that underperform, the catch is most won't. So Intel is going to see margin pressure in the server business and AMD is going to significantly grow it's server chip revenue at Intel's expense. Intel screwed up bad with it's comments about people not being ready for 64 bit, and now they have DELL screaming at them to do something about it. 2004 is the year of AMD, and Intel must scramble just to try and and stay close on performance. Cha-ching.