My initial feeling was that AMD had done a bad deal for themselves, and thier old customers. After all, HP, SUN etc sell a lot of workstations/ desktops with those 4 way 8 way servers.
Hu ? Thats complete BS. Companies don't buy "a server and 5 PC's to go wih them". You buy as many servers as you need to fullfull your storage/computing needs, and only as many desktop/laptops as you have employees needing them. If anything, it would be the other way around, as you add more clients, you might need more servers to .. wel.. serve them. But I have never ever even seen adds like 'buy a server and 5 clients, and you get 10% discount", simply because it doesn't work that way.
Requirements for either type of machine, the criteria, support, etc are so vastly different, you will often see servers being bought by a different department, from a different vendor. Sun is selling around $500M worth of opteron servers, expected to breach $1B next year, but how many desktops did you think went with them ?
You have to look at the timing of the release though. They sent it out, with the results from a really bad quarter. I suspect that the point was to avert a large devaluation.
I can agree with that, although of course, part of that bad quarter is due to its declining server sales. All Opteron proponents (HP, Sun) are posting nice gains in those markets though, with opteron growing triple digits and now having close to 40% of the 4S maket. So one is not necessarely completely unrelated to the other
When you look at the number of 4 way/ 8 way servers that Dell has sold, you have to wonder if they really intend to sell any opterons, over the token amount.
If you look at dollar value, you will see that 4 way market is quite significant, especially if you include software and support. 8 way is something totally different, not sure why people here are putting them in one bag with 4S. Opteron currently sucks at 8S, and in general 8S x86 is a tiny niche. May change with Horus, K8L or CSI, but at this point, its safe to ignore 8S+ for x86.