Advanced Micro Devices Inc (AMD)

[Ixse]

Keith, I posted the same article at SI, with a remark that Intel blades apparently sell better as starting option than AMD based blades.

The standard Grid and Grow configuration will include a single BladeCenter chassis with seven Intel-based blades, since this is the configuration IBM has seen most customers begin with, Bunshaft said.

So maybe customers are not as educated as you presume. Or maybe the price of the Intel based one is more attractive. Or maybe there are more blade products available based on Intel. Or maybe Intel based blades are selling better as IBM only very recently started to sell Opteron blades. I don't know what's happening here but if prices are reasonable, and customers are presented with enough information, I think it's a bit weird that customers continue to buy Intel over AMD (particularly in blades, and particularly this half year).

Regards,

Rink