Advanced Micro Devices Inc (AMD)

[bobs10]

Well, so far multi threading seems to be something less than advertised. And as far as dual processors go, there seems to be a real problem keeping them fed. We'll have to see how that works out.

I keep reading how Itanium will do this and that, mostly from INTC supporters, but so far on a price/performance/TCO basis Itanium isn't replacing sliced bread. I like you eagerly await more sales data.

Another thing to keep in mind is that these are the first Opteron forays into "big Irons" turf. Expect baby steps at first. In the meantime the middle of the market will make good eats for the Opteron. I expect the Xeons to keep the very low end of the server market (32 bit).

As far as Opterons being better than POWER4/5, IBM is afraid of something or they would be pushing the Opterons more, especially given the superior characteristics of the Opterons (low heat/power) in products like blades.