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Old August 31st 04, 03:47 AM
Tony Hill
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On Tue, 31 Aug 2004 01:08:41 GMT, "Yousuf Khan"
wrote:

***Big News*** Intel's Itanium chips have hit the $14 billion in revenue
mark!! However there was a small one-time over-optimism charge of $13.4bn.
BUT THIS STUFF IS INCREDIBLE, IT'S EXACTLY AS IDC HAD PREDICTED ALL ALONG!!
That's an amazing 5,665 server units, this past quarter!!!

PS- Oh, and btw, if you're interested (and frankly, I can't see why anyone
would be), Opterons sold 60,000 server units, or something or another,
blah-blah-blah.

Now back to Itanium! HULK SMASH! HULK SMASH! Yeah!

http://www.theregister.co.uk/2004/08...nium_sales_q2/


Hmm.. to be fair to Intel though, their 5,665 server units generated
nearly twice as much revenue as the 60,000 Opteron units. On a
per-unit basis, each Itanium server is selling for more than 17 times
as much as your average Opteron server (~$56,000 vs. ~$3,100).

A couple other interesting tid-bits from this articles:

- HP still sells 85% of all Itaniums by volume and 78% by revenue.

- SGI managed only 12.5% of all Itanium revenue, despite the
high-profile sales

- NEC actually had the highest average server cost for Itaniums at
$158,000 per server. SGI was only at $139,000 and HP much further
down at $52,000, though well ahead of Dell's average of $21,000

- The top 6 Itanium vendors listed accounted for 98.7% of all Itanium
sales by volume and 98.1% by revenue. This is in direct contrast to
Opteron sales where the top 4 vendors managed only 23.5% of all sales
by volume and 25.7% by revenue. In other words, Opteron is definitely
a "commodity" server chip while Itanium is definitely not.


Interesting numbers, been a while since we've seen them. While
Itanium sales do continue to grow, they aren't all that impressive.
It seems like after taking into account seasonal variability that
Itanium sales have been flat since Q4 of last year.

-------------
Tony Hill
hilla underscore 20 at yahoo dot ca