Dan, just to nitpick here:
<Given that they're selling 650's as 500's and 750's as 550's, I'm not sure the market is crying for that chipset yet, but I'd rather see them get it right in Q3 than ship it wrong in Q1.>
That's ludicrous. The act of underclocking chips (if AMD is really doing that) has nothing to do with the workstation market. And it's the latter market that can really use the 2-way Athlon system.
Besides, I don't see you being apologetic over Intel for delaying 820 motherboards due to a obscure 3-RIMM stability issue that many OEMs failed to duplicate. You know, "I'd rather see Intel get it right in November 1999 than ship it wrong in September."
<They've said they're leaving that market to Alpha, Sparc, and Itanium.>
Which market? AMD is trying to make a name for themselves in enterprise servers with 2-way Athlons, 8-way Athlons, and Sledgehammer w/ x86-64 extensions. The enterprise pretty much demands 4-way and above. And AMD's entry into 4-way and above hinges on AMD's entry into 2-way (i.e. lower-end servers).
It's kind of strange for AMD to say that they're not going to compete in the same market as Alpha, Sparc, and Itanium, especially since AMD made some not-so-subtle jabs at IA-64 during their annoncement of x86-64.
<We're running many machines that use the Irongate chipset. It's as stable as any I've ever seen - as good as Intel's best and certainly superior to such Intel winners as the NX.>
Maybe you meant BX. I assume 'NX' refers to 450NX, which is Intel's old 4-way Xeon chipset, and is very different from AMD's Irongate.
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