Elmer,
This brings us to the question of AMD's low output of Opterons. These guys aren't flakes and we must assume they have their particulate defect density under control, so how do we explain the low output?
Where did you get the idea of low output of Opteron? If you want an Opteron, you cen get one, or 2,000, or 10,000. If I wanted to pursue this argument, I could ask about reasons for low output of Itanium, but obviously both of us know that both Opteron and Itanium are demand constrained not supply constrained.
And, like Itanium, Opteron has ways to improve yield by either redundancy, or by disabling portion of cache, and selling it as a lower end product later.
I think both Itanium and Opteron sales will improve this fall, since there will be a lot of newsprint, electrons on CRTs used to discuss endlesly benefits of 64 bit, since it is going to enter mainstream market from both AMD and Apple.
Since there will be a lot of talk about using 64 bit processors for writing e-mails and playing solitaire, I think a lot of IT executives start to think more seriously about 64 bit in their server rooms.
Joe
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