Advanced Micro Devices Inc (AMD)

[I_banker]

I agree with your conclusion wrt Sparc (though I think it applies equally to all server chips other than perhaps Power). However, I disagree with your prognostication on the readoption of Xeon, unless there is a significant disparity in performance between Xeon and Opteron going forward -- there is no real need. Additionally, I don't think the Xeon, whatever it may be in 3 years, will be anything based on P4.

Sun is trying to sell a car badged Sun and telling its customers not to worry who makes the drivetrain. If their customer base buys into this message, they will be successful.