@Itanium - IBM (Chipguy) What do you think about that move regards to SGI? I tend to think, that this a phenomenal move for SGI, which isn't anticipated into the stock yet. 1,16$ - depressed.
A clear sign that IPF is starting to impact IBM's RISC sales. POWERx competes against IPF for IBM customer interest amd IPF was by far the preferred choice last last year in high growth server segments like Linux based systems. With POWERx in a fight for survival against IPF momentum IBM realized it can't afford to lend any bit of support to the other side.
Itanium keeps loosing traction it seems.
Really? HP's IPF server sales more than TRIPLED from 2003 to 2004. The IPF server market was about $1.7B, nearly twice as large as the Opteron server market, in 2004.
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