No doubt about it AMD is currently a much better managed company than INTC, they wouldn't have survived this long if they weren’t.
I'm betting, like everyone else, that the introduction of a 64bit MSFT OS and the successful transition to 90nm will increase demand for both Opterons and A64's, but to a much larger extent the A64's.
One thing I haven't quite figured out yet is how the 32 bit A64 variants are going to play in a 64-bit world. Undoubtedly these will be low-end chips, but given that these will be A64's with their nuts chopped off, how much of a cost advantage can they have? More importantly why would anyone want one?
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