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bobs10

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Re: jhalada post# 66025

Thursday, 11/17/2005 11:21:48 PM

Thursday, November 17, 2005 11:21:48 PM

Post# of 97806
You...

If my math is correct, HP sold $211M worth of Itanium based Integrity servers last Q and $258M this Q.
http://www.siliconinvestor.com/readmsg.aspx?msgid=21896088

Joe

PS: 65% growth in blades looks impressive. I think blades is one area that has a complete Opteron offerings (unlike other server segments, where Opteron covers only some segments). So the chances are that Opteron is what made the difference for HP in blades.

Me...

22% gain isn't bad and $258m isn't chicken feed, but that's much less than INTC had in mind when they released Itanium. It will be interesting to see if Itanium can keep it up next year. It looks like Itanium could be around for awhile, let's hope so.

Maybe I'm going nuts but did HPQ change the data on

http://www.hp.com/hpinfo/investor/financials/quarters/2005/q3presentation.pdf

page 11 is now page 9 and the data is different?
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