Dear Chipguy:
Apology tendered.
Although this still doesn't directly make it to CPU sales. The article shows that 2 CPUs per Itanium server was the norm. Thus, Intel may have shipped 100K Itaniums to OEMs, that does not mean that the systems shipped had 100K CPUs in them. At the 2 per system level cited, only 38K IA64 CPUs shipped. Also the numbers for Opterons cited, shows that 10.7K Opteron servers shipped, almost all 2P servers. That puts 20K Opterons in Q3 so a projection shows 10K Opterons in Q2, and 40K in Q4 (35K servers * 2 CPUs each = 70K. 150K by Q1/04 makes 80K in Q1 more than 30K Itaniums (12K servers) in Q1. But we should wait for Q1 IDC sometime around mid May.
Also sales of Itanium servers was $490 million while $190 million for 35K Opteron servers in 2003. Projecting that to Q1 this year shows that Opteron probably got $220 million while Itanium was at $300 million in server sales. Projecting it to Q2 gets us to $440 million of Opteron servers and $500 million of Itaniums assuming no decline due to iAMD64/AMD64. Adding in A64 FX systems which are Opteron 148s and 150s, that rises to $280 million and $560 million respectively. Of course broadly adding in all AMD64 systems, (430K * $1500 each) we get to $925 million in Q1 and (860K * $1300 each) to $1.68 billion.
Pete
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