To chce Intel fakt, aby HP odislo radu od Itanium? To by znamenal koniec tohto CPU. A treba si uvedomit, ze CEO HP Carly (Charleton) Fiorina je okem ministerky financii Californie(alebo hanlivo CarlyFiornie) aj poradkynou Bush-a pre vesmir(od VIII.2003), tak ako je poradcom Bush-a pre ekonomiku(od 28.4.2003) a sifrovane komunikacie(14.3.2003) CEO AMD Hector de Jesus Ruiz. K tomu je dolezite vediet, ze prezident Intel-u Paul Ottelini podporil Kerry-ho a CEO Intel-u Craig D Barret podporil Bush-a. Navyse ako Michael Dell tak Michel Rollins s Dell-u(jedinej firmy z top 10 dodavatelov PC, ktora nedodava AMD) podporili Bush-a, toto sa spolu so zavislostou Intel-u pri CPU Itanium(vid anglicky text) na jeho spoluautorovi HP moze nevyplatit. Hlavne ak Compaq, ktory kupil HP bol najvacsim podporovatelom AMD v minulosti a HP bolo druhym najvacsim podporovatelom AMD v tom istom case
http://www.theregister.com/2004/08/30/opteron_itanium_sales_q2/
Total Itanium server sales hit $319m in the second quarter, which beat out the $287m total from the first quarter and crushed the $70m total from last year's second quarter. Total shipments hit 5,665 in Q2 compared to 2,717 in the same quarter last year.
The Itanium ecosystem is as unhealthy as ever with HP totally dominating sales. HP moved 4,789 of the 5,665 boxes shipped in the second quarter, earning $250m in revenue. That total is roughly equivalent to the RISC server business done by IBM or Sun in one week.
SGI - another bet the company on Itanium company - also showed a huge increase in shipments, shifting 287 servers in the second quarter
IBM also obliterated its total of 2 shipments last year to reach 208 sales this year,
NEC placed fourth with 38 units shipped and $6m in revenue up from 5 units shipped and $2m in revenue.
And in the You Don't See This Often in the Industry Standard Server Market category, Bull pulled in more revenue than Dell during the second quarter. Bull shipped 80 Itanium boxes for $5m in revenue, while Dell shipped 187 systems for $4m in revenue.
Legend, Hitachi, Fujitsu, Samsung and LangChao managed to ship 70 Itanium servers combined, comfortably addressing the exploding demand for Itanic systems in Asia.
Total Opteron shipments in the second quarter hit 60,000 and generated $191m in revenue, according to Gartner. This compares to just 2,735 shipments and $8m in revenue in the same quarter last year.
White box makers dominated the Opteron scene with $138m in sales. Surprisingly, Sun Microsystems beat out IBM and HP for the lead among the large vendors with $22m in sales on 5,254 units. IBM moved 3,780 boxes for $14m in revenue, and HP moved 2,754 units for $8m in revenue. Dawning also shipped 2,324 units for $5m in revenue. No other prominent vendor shipped more than 200 units in the quarter.
One would likely expect both Sun and HP to take a significant lead over IBM when the third quarter figures roll out. Sun and HP have fairly complete Opteron server lines at this point, while IBM is still experimenting with a single box aimed at the high performance computing market. Multiple sources have indicated that Sun and HP are having trouble meeting demand for their Opteron boxes.
Len prelozim poslednu vetu Viacero zdrojov potvrdilo, ze Sun a HP maju problem uspokojit dopyt po ich Opteron-ovych masinach. Nedostatok server chip-u tu nebol od cias Alpha-y, ale Ty si Alpha stroj nevidel a uz vobec, na nom nerobil, podla toho co tvrdis, takze je ti to fuk
