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Elmer Phud

07/24/03 6:53 PM

#9630 RE: jhalada #9626

Joe - 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.

Just because they are available on pricewatch doesn't mean much. That's a flea market for excess inventory. With no significant design wins it's no surprise that there are plenty for sale on PW. Demand constrained, probably but it's a good think too because I don't think AMD can make them in any volume. The long delays and absence of A64 tells me AMD can't produce them but I know you guys would prefer to attribute these things to lack of boards, no Win64, Intel threatening OEMs etc.

Itanium on the other hand was never intended to be the high volume product and I'd be the first to say that Intel couldn't meet the desktop demand with a 374mm2 die.