chipguy,
ROFL. SGI has its Numaflex technology which scales to levels AMD can't even dream about for HT.
I don't mean to spoil your day or anything, since you are in such a good mood and laughing. The slight problem is that your analysis is incomplete.
Whether you like it or not, Opteron is Itanium competitor. In all areas where these processors overlap, Opteron (and Xeon) won, Itanium has lost.
The next generation of Direct Connect Architecture will increase Opteron capabilities, it will increase the areas of overlap, which will result in Itanium losing out, and retreating to higher ground.
Ok, you say that Numaflex is the Mount Everest. You may be right. But you have lost India, Bangladesh and China. All you have left soon will be Nepal.
Joe