Replies to post #37899 on Advanced Micro Devices Inc (AMD)

[Dan3]

Re: It seems so much more likely to me that HP's involvement in the Itanium design cycle is waning

And as their involvment in the design wanes, so does their overall interest in the platform - as shown by their recent enthusiastic adoption of 2 and 4 way 64-bit Opteron servers to replace 2 and 4 way Itanium servers.

[I_banker]

wbmw, your whole rebuttal hinges on the fact that you do not believe that HP is getting a big discount on IPF. Though we will not be able to settle this, I believe chipguy posted info that Itanium IP was owned by a joint venture company that was equally owned by HP and Intel. This would imply that they have equal claim on the IP and hence would not be paying Intel for IP.

See the answer to your first comment above. You first assume that HP gets CPUs at cost, and here you assume that Intel has the burden of development costs. Ridiculous, these wouldn't both be true.

I asume that Intel is picking up 50% of the costs. Why you don't think this is true?