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Old August 31st 04, 03:45 AM
keith
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On Mon, 30 Aug 2004 22:47:37 -0400, Tony Hill wrote:

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).


How much of that $56K does INtel realize? ...against what investment?

A couple other interesting tid-bits from this articles:

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


That doesn't look good for HP! They've put a tad bit of ca$h in there to
end up on the short end of the revenue stream!


- 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.


Well, can you say *DUH*! Commodity servers is the whole point of
AMD64! Compare Itanic against Power 4/+/5, if you're looking in that
market! Compare price/performance! But to blindly compare Itanic at $56K
per to Opterons at 6% of that is nutz!

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.


Are you expecting more Itanic sales for the Christmas season? ;-)

--
Keith