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jhalada

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jhalada

Re: alan81 post# 62805

Monday, 09/26/2005 2:05:50 PM

Monday, September 26, 2005 2:05:50 PM

Post# of 97785
Alan,

I think chipguy puts the quarterly volume at 75K...

Which is based on a series of assumptions - multiplying one another.

The server research firms (IDC, Gartner) show Itanium server shipments at a little over 5,000 per quarter. It is kind of hard to reconcile that with 75K Itaniums shipped.

I could buy a range of 25 to 50K per quarter - which would include some of the clusters, for which Itanium is apparently supplying Itaniums for free.

Joe
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