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Old August 31st 04, 05:58 AM
Yousuf Khan
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Stephen Sprunk wrote:
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.


What we need are CPU volume and ASP instead of server numbers.


I think that's about as far as we're going to see. I doubt that either AMD
or Intel break out their individual product-line numbers to any great degree
during their conference calls.

Yousuf Khan