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chipguy

10/30/03 12:47 PM

#16315 RE: yourbankruptcy #16294

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.


I think Opteron sales will be in the 50k unit range. OTOH
Madison I2 sales alone should double that or more despite
starting in July, 3 months later.

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wbmw

10/30/03 1:21 PM

#16324 RE: yourbankruptcy #16294

YB, Re: 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.

When I said Athlon 64, I meant Opteron. Athlon 64 is completely irrelevant; it is not a server chip, and there is exactly zero 64-bit software support for the Athlon 64 platform right now. Having said that, I'll reiterate that Itanium 2 has a good chance to outsell Opteron this year, both in volumes, and especially in revenue.