Advanced Micro Devices Inc (AMD)

[sgolds]

Doug, it is hard trying to have a rational discussion about Itanium. Sometimes it seems that there are no rational posters left!

You stated:

The trouble is, the future is going to look like this:

2005 ~$2300m sales
2006 ~$1200m sales
2007 ~$300m sales
2008 ~$100m sales

Do you really think HP is going away that fast?

The fallacy in chipguy & wbmw's argument is that they present HP's replacement of PA-RISC, mips and Alpha as if it were new sales by a variety of companies. It is not. It is simply HP replacements for their own market.

That will reach its peak penetration in the current year and IPF's market penetration will be a flat line for several years thereafter. The IPF market will not grow or shrink for the forseeable future after 2005.

Can you say n-i-t-c-h?