"Actually, something that i have been wondering about is the possible disruptive impact on total productive capacity at AMD of having to suddenly shift capacity to Opterons."
It would take an unprecedented shift to do that. Not that I would mind, but I don't see it. Now if Google has decided to get an early start on those 600 data centers, then all bets are off. But I would be thinking the best investment then is SUNW...
And it would take something like that to significantly dry up AMD production for desktops and notebooks. To say sales are slumping would mean a million or more less processors than typical. And that many Opterons would go a long way towards total domination in the server market.
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