Advanced Micro Devices Inc (AMD)

[chipguy]

And if the average I@ server is going for over 45K which is over 10 times the amount of the most expensive I2, then your 500M in server revenue and 100M in processor revenue don't concur even assuming 2 processors per server.

Available data suggests I2 servers sold in 2003 averaged
a little over $25k and a little over 5 CPUs per system.

If the ASP of I2 servers in 1Q04 was $45k then obviously
the average CPU count per system went up. My guess is that
Gartner undercounts IPF server sales by units compared to
IDC (IDC's 1Q03 number was over 50% higher than Gartner's
1Q03 number) and the average IPF server price is closer to
$25k seen in 2003 than $45k and ~10k IPF servers were
sold in 1Q04.