Replies to post #10772 on Intel Corp (INTC)

[fingolfen]

That must be why IBM, racksaver, appro, HP, Sun, etc. are reporting strong demand for Opteron, and adding Opteron SKUs.

Strong demand relative to what though? Are we talking 10K units? 100K units? 1M units? I'm thinking under 100K Opterons here...

You must've missed Intel slashing prices on its now-obsolete 32bit Xeon MP processors to below $1000 for the first time ever.

According to whom??? (1. that they're obsolete, 2. that it's the first time a Xeon branded part has been below $1K)

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.

I'll believe it when I see it... of course, no one has actually SEEN a 90nm AMD part that I'm aware of...

[Windsock]

Demand for Opteron in Q4 was so poor that AMD sold only 30 K of them. Sales of all 64 bits processors were <200 K per Hector in the CC. Reports suggest the number was about 170 K although Hector would not identify the actual number.

This level of demand is not surprising given the lack of a mainstream OS and the lack of application software for the 64 bit extended IA. The vast majority of the processors are running as nothing but 32 bit processors.

[wbmw]

Doug, Re: You must've missed Intel slashing prices on its now-obsolete 32bit Xeon MP processors to below $1000 for the first time ever.

Well you obviously missed it when AMD slashed the prices of their 800 series Opteron chips by as much as 52.7%.

http://www.theregister.co.uk/2004/02/17/amd_halves_opteron_848_prices/

Meanwhile, Intel seems to be reducing the price of a much older sku, rather than any of their high end offerings.

http://www.xbitlabs.com/news/cpu/display/20040405092535.html

This looks like a move to reach lower 4P price points with a low end offering, which is much different than AMD's hack 'n slash.