Replies to post #46455 on Advanced Micro Devices Inc (AMD)

[wbmw]

Re: let's compare shipments of 64 bit processors 12 months from now.

Not much of a point, Joe. In terms of units, 64-bit x86 processors will outsell IPF by an order of magnitude or more, but since AMD and Intel have this, there is a net zero gain for either company. The only effect of the 64-bit transition is a software programming inflection point for the industry, much like what we will also see for dual core processors.

Meanwhile, the prospects of IPF put it somewhere in the high end segment competing against RISC players like Power and SPARC. This market isn't going away, and it still represents ~50% of server revenue. AMD64 won't let Opteron play in this space, just like EM64T isn't likely to get Xeon there.

[smooth2o]

IPF is Toast?

http://www.digitimes.com/bits_chips/a20041027A7059.html

Intel: Demand for Itanium 2-based servers picking up
Printer friendly

Charles Chou, Taipei; Steve Shen, DigiTimes.com [Wednesday 27 October 2004]

Demand for Itanium 2-based servers is picking up in the business sector, and 38 of the world’s top 100 enterprises will have installed Itanium servers by the end of this year, stated Jeff Richardson, general manager of the enterprise platforms and services division at Intel, yesterday in Taipei.

Smooth