Intel Corp (INTC)

[facsnotfiction]

Windsock Intel gave away many Itaniums.
There was an article on the Inquirer back in October how more Opteron Servers shipped in Q303 then Itanium systems in the whole first 3 quarters of 03. I believe it was Gartner Research. This shoots holes in your theory. Everyone in the know knows Intel has been giving away Itaniums in bunches to try and get people to switch. That means they didn't sell that many. Intel just wants to make it sounnd better than it really was. Itanium is a dud and that is a fact. And as far as AMD is concerned they are ramping up volume on Opteron and A64, and if you had been paying attention you would realize AMD is rapidly taking business away from Intel in the high end of desktops, as well as the server market. Cha-ching. Oh yeah, when Intel has to start really dropping prices on their server chips Intel's margins are going to bleed, cha-ching. And a overpriced behemoth like Intel with no growth prospects is going nowhere. Cha-ching. So when AMD finishes the year up over 100%, and Intel is lucky to be up 20%, I will have one thing to say, cha-ching.