Advanced Micro Devices Inc (AMD)

[sgolds]

yourbankruptcy, we are in basic agreement on Itanium, except that it will not level off at 25,000 pieces per year. A couple of points -

1. The claim was that 25,000 Itanium servers would ship, which probably means about 70,000 to 100,000 Itaniums (if it happens).

2. Itanium will succeed as HPQ's processor, replacing HP PARC and Mips in several product lines. This is the Itanium market, Itanium won't go away: HPQ burned their bridges, they can't go back. However, Itanium is unlikely to go very far past the HPQ market.

Hammer will lead the way to 64-bit computing for the masses, and Intel will follow with their own version (probably not code compatible) once they realize that Itanium is a niche product. The only question is, how entrenched will AMD be in 64-bit low cost computing by the time Intel enters?