The growth rate is impressive. Do you know what intel makes from itanium ? I believe 619m is the total server revenue, not the revenue Intel generates selling itanium, right?
Yes. From what I can tell Intel gets about 20%, maybe a bit
more, of IPF server sales revenue for the processors that go
into them. So we are probably looking at a run rate of about
$500m/year for IPF MPUs right now. AFAICT Intel needs
about $300m to $400m in annual revenue to break even on
IPF on an on-going basis, i.e. pay for R&D etc. Every dolllar
of sales above that is over 90 cents pure profit because of
the huge manufacturing margins on the chips themselves.
News 
Market Data 
Discover 
