Replies to post #76039 on Advanced Micro Devices Inc (AMD)

[chipguy]

If Opteron is competing for Power7 sockets, then AMD is going to be one happy company...

And Intel one sad one. There isn't any goods news for Itanium in such a scenario.

There is nothing about this rumour that isn't good news
for Intel and IPF. If true it shows IBM is starting to hedge
its bets and possibly even laying the ground work for a
house MPU exit strategy. Even if IBM just wants cheap
motherboards boards for POWER7 or a variant thereof
it will unsettle its customer base which will question IBM's
long term ability to stand alone against Intel and its IPF
allies in the non-x86 segment. In contrast, any potential
extra market for AMD processors is very limited.

IMO it is just another example of the lessor MPU players
huddling together for self-protection as the industry moves
one step closer to the "highlander scenario" end game.

[DARBES]

or for xeon either for that matter