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.