Replies to post #35345 on Advanced Micro Devices Inc (AMD)

[sgolds]

chipguy, Doug, it is rather cute watching the two of you arguing over totally different markets. My take:

- Itanium's potential introduction into the commodity server market is severely hurt, nay crippled, by the move to iAMD64;

- Integrity sales will do just fine. No overlap with iAMD64.

[chipguy]

It's now clear that Microsoft wants to move x86 to iAMD64 quickly, and Intel is making more noises about getting iAMD64 parts out by the end of the summer. More reasons for would-be IPF buyers to take a wait-and-see approach, if not an outright "no thanks" approach.

Microsoft also wants into the corporate server room. IPF is
its first and only path there. HP Superdome shipments and
orders reached record levels last quarter and a third of them
shipped with Windows. In contrast Opteron doesn't take MS
anywhere it hasn't already been for years on Xeon.