Advanced Micro Devices Inc (AMD)

[jhalada]

Dan,

I think the E8870 was targeting only Itanium 2, or specifically June 2001 ship date. Then, during the announcement of Itanium 2 they said that September 2001 would be the ship date, and there was further slippage.

Apparently, systems are ready now, so now we will finally see how much real demand there is for Itanium. I think the clock really starts from beginning of 2003 for systems, and April 2003 for Windows OS.

BTW, E8870 delays erased at least 6 months of lead of Itanium 2 (compared to Opteron). So Itanium starts basically with about 4 to 5 month lead in availability of hardware (assuming all is well with Opteron launch).

Joe