Advanced Micro Devices Inc (AMD)

[wbmw]

Keith, Re: I think it's pretty telling that Opteron servers outshipped Itanium servers by more than 2-to-1 in the latest IDC [numbers]. And the Opteron is pretty early in their life comparatively.

But Why is it telling that a microprocessor best positioned in the 2->4-way space can outsell a microprocessor best positioned for the >4-way space? The former is a far larger market, so you would expect a somewhat proportional ramp. It is a contradiction when amateur AMD investors say this, and it's a contradiction when an IBM exec says it. For anyone with an ounce of understanding, it should be obvious that Opteron is poised to sell more than Itanium from the standpoint of pure volumes. I can't see why it is not obvious to someone who is supposedly an expert in this business. I wonder if he thinks the same thing about Power architecture?