Advanced Micro Devices Inc (AMD)

[Dan3]

Re: on the 3M server cpus versus 2M server cpus (per quarter), is that because the x86 server market has grown 50% in the last X years?

Yes (and it was a rough guide from memory). Unit server sales have been growing at a rate around 60% every two years, (and about 50% since Opteron's introduction) while revenue has been barely growing. These are total revenue costs (including disk, which has also come down as IDE/SATA raid displaces SCSI), not just CPU. Xeon's used to be $800 to $3,500 parts. Now they're not much more expensive than desktop parts.

The number of servers sold worldwide increased by 27.1% in Q1 2004 to 1.57 mln units, with a clear move by users towards low-end servers and the Linux operating system, Gartner said. The growth in the low-end market meant that server hardware revenues only rose by 9.3% compared with the same period last year, to $11.8 bln. Revenue of Linux-based server hardware rose 57.3% over the period, while commercial Unix server revenues fell 2.3%.
http://www.itfacts.biz/index.php?id=C0_5_1