Without 64-bit Windows, demand for x86-64 is very LOW... period.
That must be why IBM, racksaver, appro, HP, Sun, etc. are reporting strong demand for Opteron, and adding Opteron SKUs.
A one quarter delay should therefore have little if any material impact on Intel's results.
You must've missed Intel slashing prices on its now-obsolete 32bit Xeon MP processors to below $1000 for the first time ever.
I'm anxious to see the power consumption for AMD on 90nm...
I imagine you are anxious about it. Ace's Hardware had a chance to ask AMD about that at CeBIT. The answer: the TDP for the 90nm Opteron family will be basically the same as the 130nm TDP: 89W.
Doug
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