Maui, I said "so far". I was referring to the current situation and the prediction of Opteron not substantially contributing to the bottom line this year. I´d expect more for next year, with several OS, more infrastructure and key software available and all the other factors that Itanium also had to fight with (evaluation phase etc.). I think it is way too early to predict the situation in 2006 and beyond. Of course Opteron will eventually improve ASPs and margins, but you also have to look at what kind of product Opteron is, and who makes it. I read into your post that you expected miracles from Opteron and are now dissapointed. I think that your expectations were unrealistic, if so. Opteron is certainly not going to change the world, but I believe that it has what it takes to become a force in the X86 server market, which makes up some 85% of the overall server market. Even more important, Opteron has the potential to open doors for AMD that would otherwise be out of reach (OEMs, brand recognition etc. which are vital for future growth). Also, don´t forget that Opteron is very similar to its desktop counterpart A64, which will be AMD´s main product. These are not two independent designs, like Itanium and the P4 based products.
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