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Re: jhalada post# 46470

Wednesday, 10/27/2004 7:40:59 PM

Wednesday, October 27, 2004 7:40:59 PM

Post# of 97833
Re: When one is being bought, and the other is not.

Both are being bought, Joe, and it's obvious that comparing volumes is a strawman. If you want to connect superiority with volumes, then good for you, but others are going to be interested in adding revenue prospects, not simply replacing one product line with another (which is what Intel and AMD are doing in the commodity market, 64-bits replacing 32-bits, not gaining in revenue share).

Re: I think it is yet to be realized beyond HPC niche.

How about the HPC + commercial "niche" that makes up >50% of server revenues?
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