Advanced Micro Devices Inc (AMD)

[HailMary]

MO Intel and HP have invested around $3B in IPF to date.

Thanks for the numbers. They are helpful. I'm really just trying to determine whether or not this ultra high end market is viable, and it appears it is assuming a company can get most of the marketshare in this niche. The gradual death of high end PA-RISC, Sparc, Alpha, and MIPs over the years have made me suspect. Most of those came at the hand of low cost Xeon and now Linux. Are we sure ia-32e or AMD64 isn't going to displace some of this IPF marketshare and make the market even smaller? You cite Sparc as a target, yet Sun now has AMD64 to move their existing customers to. IPF has to be good enough to create a large enough market to make it self sustaining. I think it is going to be a challenge.