Advanced Micro Devices Inc (AMD)

[chipguy]

Sure. IPF is replacing antiquated architectures from HP/SGI and some from Fujitsu-Siemens. IPF plus the architectures it replaces aren't growing.

That is pure BS. The closest thing to the captive system
replacement sales you imply is IPF sales to run HP-UX and
VMS. That represented less than half of IPF sales in Q3.
The majority of IPF sales are on Windows and Linux which
can't be considered captive in any way.


The reason for that is that IPF so far just doesn't really impress enough.

LOL, from what I have seen IPF bashers have changed their
tune little from when IPF was selling in the range of $8m
a quarter four years ago to $619m a quarter now. I suspect
in 2 or 3 years when IPF systems are selling at >$2B/qtr
the same idiots would proclaim "itanic is dead" even if
Intel announced it was making over a $1B annual profits
from IPF MPU sales.