Replies to post #35338 on Advanced Micro Devices Inc (AMD)

[buck wheat]

HP said that IPF almost doubled (60% I think) "revenue" from last quarter. They made no mention of how much or well IPF contributed to "operating income" for the Enterprise division, Doug.

If anyone can find any raw, broken out numbers, I'd be interested in looking at them. I bet Dell and IBM might have hurt them on storage this time too.

Buck

[chipguy]

The most recent HP quarter ended April 30. That means
the Intel announcement of EM64T occured only about 20%
into the quarter. Of course the analyst leaks about "CT"
predated the start of the quarter.

Prediction: IPF leveling off and then contracting.

Ok, let's revisit this every quarter. ;^)