Advanced Micro Devices Inc (AMD)

[Ixse]

Chipguy, You know that I think that your argument that Itanium is growing by a factor amazing, and x86 only growing gradually is in fact BS. A more pragmatic way of looking at it is that Itanium is replacing some RISC/MIPS architectures. Sure Itanium sometimes is sold with Windows too, sure it wins over a previous x86 account. x86 however does the same. It's sold into very high end taking over previous UNIX accounts, and is sold with non Windows OSs too (although mainly LINUX, some Solaris, still non Windows support is only growing). And as you know the integration of virtualization into x86 hardware (on top of 64b) will help very nicely with selling more into high end. Main point is that the growth rate of x86 servers did not show a decline as the result of Itanium. Your Itanium projections have mostly been consistently wrong (either frequency, or due date, mostly both, from years before Merced until now). Because of this it is not more than logical that your remarks of x86 servers being eaten by Itanium from the top many years ago already have been off as well.

Regards,

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