Advanced Micro Devices Inc (AMD)

[yourbankruptcy]

Actually I buy that 25,000 Itaniums will be sold this year. Last year it was 2,000 servers and if there is 4 cpu in average, then it was 8,000 Itaniums. So this year it will be 4,000 servers and 16,000 cpus. Maybe someone will assemble a 10,000 node cluster and it will be 26,000 Itaniums total. Fine.

At the same time Opteron will start coming in more and more volume, then smart techies will benchmark it and realize that it is faster than Itanium on almost any benchmark except specfp. Then just watch out. I'm not saying Itanium will be dead, but Intel will loose its face big time. It will remain 25,000 per year chip for those who need 100% floating-poing calculations and where vliw (http://www.research.ibm.com/vliw/) fits.