wbmw, re TPC, there is a thread at Aces that notes that TPC results heavily favor Itanium cause the Itanium version of SQL server was compiled with a much more recent (faster) compiler than the 32 bit version Opteron is running. Suggests that the x86-64 version will show big gains.
Clearly that is the weakest result. It is also the only result that didn't provide 2P benchmarks. Given the way Opteron scales relative to the Intel chips, it probably fairs even worse in the 2P comparison, so I suspect that is one bench they conveniently left out.
Still all in all, if AMD can deliver the chips and the software gets certified, the server market just got a whole lot more interesting.
By the way what maketh thee of the impact on share price?
E