Advanced Micro Devices Inc (AMD)

[HailMary]

Think about the implications of this. If Potomac is cancelled, that means Intel won't have any new Xeon MP processors on the roadmap until 2006.

I have to believe they already have something lined up with their other core for this application. Or perhaps they think they can push Itanium down into x86 space? That is just going to leave the door wide open for Opteron. I can't believe that Potomac is cancelled and they don't have a backup lined up for the 2005 timeframe. This could be huge for AMD.