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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (155505)	4/9/2005 4:44:36 PM
From: mas_	Read Replies (1) \| Respond to of 275872

For now it is not sure if this is a sign that some customers are starting to wait for Montecito, or that it's really about the demise of Itanium, or a bit of both. The sign is whether there are enough customers out there to service non-cluster HPC companies. Both SGI and Cray have their backs against the wall in this fight against Dell/HP/IBM/Sun/Fujitsu/Tier-2 2/4-way clusters even though both their products are superior. Itanium is a side issue as its fate is more closely linked to HP. Montecito will do nothing but enhance SGI and HP but it's still six months away.