My thoughts on topics in this thread
1) It is unusual for Intel to discuss a competitors product. But I have to say, there is nothing official I can see anywhere. Thus it isn't
Intel's comments, but instead an
Intel's employee's comment. It doesn't make the comment less valid. But I think this thread topic is a bit off - if it was official Intel statements it would be in their press reports, on their webpage, etc.
2) I cannot see how one employee getting arrested has to do with this thread (unless trolling was your goal). I love some of the comments in that link such as "One more reason I only use AMD products". It isn't like Intel was the criminal! I'm sure AMD has had some criminals as well. If you can prove that Intel had knowledge of the criminal acts (and let it continue) then this would be a huge story though...
3) Itanium really has taken 2 years just to get going - with the software, OEM support, etc. It is just now getting ready to be sold. I think it is likely we will see a similar large delay for the 8-way Opterons. So in my beliefs, that second quote is probably true. By the way, where are these 4-way and 8-way Opteron's?
4) CurtCold: if you are waiting for late this year why an Opteron and not an Athlon 64? (Just a question, I have no comment on this yet).
5) Everyone keeps saying that Opteron isn't trying to compete with Itanium. The 2-way and 4-way Opterons are not, I agree with that (Xeon is the competitor there). However I disagree the 8+-way Opterons are competing with Itanium. Look at AMD's
Opteron benchmark page. In 14 out of 18 benches, AMD compared the Opteron to Itanium. Thus yes, AMD is going after Itanium with the Opteron. (By the way anyone know why AMD used the 800 series there for their 4 processor benchmarks?)
5b) As a user of complex simulations I need all the CPU power I can get. I'm also charged license fees per processor - so I cannot scale too high. The computer cost is nothing compared to the software costs - so I'll pay whatever it takes to get the most performance per CPU. Realistically my needs are best met by about a 5 or 6 processor server. With the next purchase I will seriously consider Itanium and Opteron. So as a consumer they are in direct competition. Any comments otherwise are ignoring AMD's desires and customer's needs. Itanium and Opteron will be competing.
6) mechBgon: As I stated in (5b) for many users the software and employee costs will far outweigh any computer costs. Yes Itanium may cost more than the 800 series Opteron (anyone know these prices?) but my software costs me $5000 per CPU per year. If a useful life is 4 years, the software alone costs me $20,000 per CPU. So I'll gladly pay $19,000 more for a 5-way Itanium than a 6-way Opteron (assuming the performance was equal). While price is an issue, performance is far more of an issue. The price/performance statistic is meaningless for servers. A much more useful statistic may be (price/performance^2).