Advanced Micro Devices Inc (AMD)

[chipguy]

It would be interesting to know if the HP I2's are replacing older HP equipment (i.e. Alpha/PA-RISC).

It would be relevent if the customer was replacing big iron
RISC systems running HP-UX with big iron IPF systems
running HP-UX. But in this case they are replacing RISC
systems with 2P and 4P IPF boxes running Linux. The
entry level server segment is where Opteron has its
biggest cost and performance advantage in things like
web serving. Combine that with the fact that Linux is
still biased towards x86 and this was a natural win for
Opteron that never happened. It would be interesting to
know why the customer didn't go AMD64/Linux and to
what extent the same considerations will affect other
buyer's purchase decisions in the 2P/4P server space.