Replies to post #66971 on Advanced Micro Devices Inc (AMD)

[Ixse]

Chipguy, re: Time period and source please [for Rink's statement that High Performance revenue has been declining in a growing market].

Anual report SGI. YoY. High Perf. rev. includes both old MIPS and new IPF. Their anual report does not split it out afaict, but it's hard to imagine it either in any other line.

Rink wrote: If Itanium sales are so great at HP why doesn't HP show it's growth more than compensates for the combined decline in their PA-RISC, MIPS, and Alpha systems?
Chipguy wrote: In its latest quarter [Q4] it said its BCS sales grew
17% sequentially compared to 8% for ISS sales. You
do know which HP server families fall under BCS and
which under ISS? Kind of ironic given all the hype of
HP's Opteron sales on this forum.

Yep. But also: On a year-over-year basis, industry-standard revenue increased 12%, networked storage revenue grew 17% and business-critical systems revenue declined 1%. See here: http://www.hp.com/hpinfo/investor/financials/quarters/2005/q4.pdf

Both are important. ISS is only showing signs of healthy growth, while BCS shows signs of fatique besides the more healthy ones you pointed out. Also keep in mind that Q3 BCS results showed a 10% decline QoQ, but a 8% increase YoY which puts your exclusive focus on QoQ growth for Q4 (last quarter reported) in a different light.

Whatever way I look at it I simply can't conclude that IPF will go beyond largely replacing the PA-RISC,Alpha,high end MIPS group. IPF isn't exactly moving down the chain, while with 4-8 socket Opteron earlier, X3&Horus&ServerworksChipset now, and the announced 32 socket AMD solution in the future, x86 is rather likely to move up the chain. Power looks healthy to me. Sparc remains vulnerable but will imo keep being chosen for it's software base.

Regards,

Rink