Replies to post #397 on AMD strictly moderated (AMD)

[chipguy]

Itanium unit sales flat.

Yet IPF revenue keeps going up. From $480m in all of 2003 to $619m
in Q3. That's SMP scalabity and server consolidation in action together.

[cruzbay]

OK, so who's right: Chipguy, or IDC? Hmmm...

[sgolds]

Paul, looks like Itanium growth hit the ceiling of HP's customer base.

Now, I will take credit for this prediction. While Intel supporters argued that Itanium would take over RISC and AMD supporters argued for Itanium's demise, I was posting (for at least five years) that Itanium would saturate the HP market (by force of the phaseout of PA-RISC) and then Itanium runs out growth. Can you say n-i-c-h-e?

Your numbers lend support to my speculation.

[cruzbay]

I knew that Itanium was having real trouble with adoption, but those IDC numbers are truly pathetic... they will barely sell processors for 35,000 servers in all of 2005, and growth over the last two years is zero. Why do the Intel shareholders tolerate this sinkhole?