Advanced Micro Devices Inc (AMD)

[VBG]

How is that funny?

The plan from the start was to ship the 4S part later than the HEDT or DP part. Just like Tulsa (P4-based) was shipped around the time of Woodcrest and Tigerton wasn't lauched until a year later.

Why would Intel have bothered to design Dunnington if it was planning to launch a 4S Nehalem derivative at the same time as DP?

Your assertion that it will take a year to see meaningful sales of Nehalem is your typical nonsense.

From PSO himself:
http://seekingalpha.com/article/148790-intel-q2-2009-earnings-call-transcript?page=-1

We launched our Nehalem EP server processors at the end of Q1 and in just one quarter from launch, Nehalem already makes up over one-third of all of our dual socket server shipments. We expect the ramp to continue with Nehalem shipments crossing over the 50% market in August.

Or is 30% of the market not "meaningful" enough for you?
Or is Otellini lying to the analysts?

Instanbul better gain some traction while it can. It has a slight performance lead now v.s Dunnington, but from the same source:

We remain on track to launch our Nehalem EX processor line, which is the multi-processor version of Nehalem, in the second half of the year. Nehalem EX is expected to redefine the performance standard in that segment.

-VBG