Intel Corp (INTC)

[dougSF30]

Without 64-bit Windows, demand for x86-64 is very LOW... period.

That must be why IBM, racksaver, appro, HP, Sun, etc. are reporting strong demand for Opteron, and adding Opteron SKUs.

A one quarter delay should therefore have little if any material impact on Intel's results.

You must've missed Intel slashing prices on its now-obsolete 32bit Xeon MP processors to below $1000 for the first time ever.

I'm anxious to see the power consumption for AMD on 90nm...

I imagine you are anxious about it. Ace's Hardware had a chance to ask AMD about that at CeBIT. The answer: the TDP for the 90nm Opteron family will be basically the same as the 130nm TDP: 89W.

Doug