Advanced Micro Devices Inc (AMD)

[bobs10]

Is there enough financial information released by Intel to know if Itanium is operationally profitable from, say January 1 of this year? Do the sales of Itanium cover continued development, marketing expense, manufacturing expense, reasonably allocated corporate overhead, and the like?


Me...

Good to hear from you. Yes, if your willing to ignore all the development costs then Itanium is probably making money, but probably not much. The real problem is that Itanium has been relegated to a mainframe replacenent solution role and as such has probably seen or is near to seeing its' highest sales volumes. The future of mainframes is low-priced, low-power processors packed into small spaces that scale well and use X86 based standards software.

At some point it's inevitable that Itanium and Xeon will merge and INTC propaganda will have a field day touting the combined processor as an Opteron killer. In the mean time Opteron will just continue to rake that vast middle underbelly that INTC has exposed taking more and more market share as more capacious machines are introduced.