Intel said in the CC that Xeon shipmemts in Q3 were up 20% sequentially from Q2 2003 and that Itanium shipments set a record in Q3.
The increase in Xeon shipments is great news but the comment about Itanium is meaningless without some kind of context. I was hoping Intel would finally provide a bit of concrete data about IPF market penetration, sales, or revenue.