Advanced Micro Devices Inc (AMD)

[bobs10]

I was going by memory. I'm pretty sure I've read of Itanium price cuts before. In fact I seem to recall some very severe Itanium price cuts last year? I only remarked because these price cuts seemed a little more than usual. Perhaps they are, as chipguy says, related to a new Madison release?

Follow my logic here.

HPQ is the biggest backer of the Itanium (only significant OEM)? HPQ reported that it was having earnings problems due to slow "big Iron" sales. There have been reports that a significant number of HPQ customers were swithching from HPQ to IBM/SUN for their "Big Iron" because they didn't want Itanium. Ergo, a price cut in Itanium would seem to make sense to increase demand.

Of course this is from an AMD investors point of view. In any case I was more interested in the degree of the cuts than anything Itanium specific. Unlike most of the INTC fans that post here I don't think Opterons and Itaniums really compete with each other. Any overlap is just incidental. AMD wants the middle of the market, not the high or low-ends.