Advanced Micro Devices Inc (AMD)

[bobs10]

Yah, HPQ has been conflicted. But lately they seem to be getting over it, or at least starting to compartmentalize Opterons and Intaniums into areas that don't compete.

That's fine with me as long as the Opterons get all the Xeon business. I can't remember whether or not Dell finally started selling Itaniums, but in any case I doubt if they sell many. Itaniums just aren't Dells' type of product.

Anyway, I don't see HPQs' selling of Itaniums as anything that would keep them from selling as many 1,2,4 and 8 way (eventually) Opterons as possible. There might be some crossover in the 4 ways, and probably the 8 ways, but we're talking about taking market share from Dell. HPQ needs to establish some priorities.

Dells' profits are mainly from its' business line, so HPQ has a real shot at doing some major Dell damage with the Opterons if they ever get off the stick and start pushing hard.

Actually, I think HPQ's reluctance probably has more to do with the long history HPQ and INTC have had. HPQ isn't ready yet, and divorces are tough. Like I said though, eventually, HPQ will get its' priorities straight. Maybe when AMD gets 90nm working AMD and HPQ will get past the heavy petting stage and start making lots of Opteron babies?

My worst nightmare is having INTC come out with a comparable or better AMD64 server product. That would really screw things up.