Advanced Micro Devices Inc (AMD)

[chipguy]

According to even chipguy's estimates, Itanium isn't breaking even.

Yet.

If we look at the 2003 numbers AMD64 is obviously far
from breaking even too.

I expect both IPF and AMD64 to break even in 2004. But
if you add in the process/manufacturing side I am not
so sure about AMD64 in 2004. IPF chips are made in fully
paid off 130 nm fabs. In comparison AMD is struggling
with ramping SOI for AMD64 while Athlon still pulls most
of the freight when it comes to sales this year.