Advanced Micro Devices Inc (AMD)

[bobs10]

Actually, I think the point of the article is that HPQ is in the process of killing their mainframe business off. Not through intention but through neglect.

Itanium never was going to be the answer to IBM for HP, so HPQ was screwed anyway. While Opteron is definitely a Xeon competitor, for the time being, give it a couple of more years and you will see it taking on a lot more tasks that mainframes have traditionally done. 2 years from now 32 and 64 Opteron processor solutions will be common.

I don't know where that will leave Itanium, but it looks like IBM will have the high-end to itself soon while AMD and INTC fight for a growing AMD64 market. The people that this sea change will affect most will be the Suns, Dells, and of course HPs. IBM is going to laugh all the way to the bank.