wbmw, no way. I think this year Opteron will ship in 80k-100k range and Athlon 64 in 450k range.
Itanium was shipped in the 15k-20k range in H1, so the year total will be in the 80k-100k range.
So we have approximate parity between Opteron and Itanium shipments this year (dispite Itanium had 5 months adavantage). But if you add A64, it's 100% on top of those numbers.
You misinterpreted my comment. I'm assuming there was 50K Opteron/Athlon 64 in Q3 (AMD said "10s of thousands") and that there will be 250K in Q4 (AMD said "100s of thousands").
Since Intel sold only 25K max in H1, and the increase in Q3 was something between 0 and 15%, K8s have already outsold them, if not Opterons.