I don't know what IBM bidded with. This was my point all along. IBM also has IPF designs. How can one (chipguy) know for certain that IBM did not bid with it? If Montecito is sampling right now would you not agree that IBM has samples up and running also? They could of bid with it.
The thing is, In that scenario, I'm having trouble believing that with IBM's relative minimal enthusiasm, or support of IPF up to this point, that they would bid with an intel product, instead of their own Power product. It just doesn't make sense, intuitively or logically, to me, that they would do that, when they barely even acknowledge any IBM/IPF existence. As far as which is "better", I agree with you, we'll have to wait and see.