Intel Corp (INTC)

[facsnotfiction]

chipguy, barret confuses 110K shipped with sold.
Everyone knows that Intel has had to give away many Itaniums just for people to take a look. In 2002 almost all 3000 shipped went to IBM and HP for free. This latest promotion with getting to test out Itanium for free for a couple months only inflates the Itanium numbers again. Bottom line is more Opteron Servers shipped in Q303 than Itanium had in the first 3 quarters of 03 according to Gartner Research. Barret 's problem is he confuses the term shipped with "given away" or "sold". Now if you go back and nail him down on it he would likeley use the term shipped to be vague and avoid getting caught in a lie. Bottom line Opteron is already more successful than Itanium, and opteron is mopping the floor with Xeon on 32 bit applications, and thanks to hypertransport, and on chip memory controller, it's likely to be an even bigger lead at 64bits. When people see how AMD beats Intel at both 32/64 bits, server buyers are going to shift to AMD. So enjoy losing money on Intel while AMD makes it's shareholders large capital gains, I am laughing all the way to the bank. By the way, AMD up 2.7% this year, INTC down 4.5%. Cha ching.