someone (someone@somewhere.com) on 2/6/09 wrote:
---------------------------
>Phil (phdny@mac.com) on 2/6/09 wrote:
>---------------------------
>>David Kanter (dkanter@realworldtech.com) on 2/5/09 wrote:
>>---------------------------
>>>Paul (no@thanks.com) on 2/5/09 wrote:
>>>---------------------------
>>>>Temp (not@this.time) on 2/5/09 wrote:
>>>>---------------------------
>>>>>"Itanium sales are roughly comparable to Xeon MP volumes." could mean so many things.
>>>>>One could be comparing CPU unit sales, CPU dollars sales (before or after rebates),
>>>>>or even server sales based on those CPU product lines. Roughly comparable could
>>>>>means anything from being equal, to being on the same order of magnitude - not
>>>differing more than by a factor of 10.
>>>>>
>>>>>David could surely comment and clarify.
>>>>
>>>>Or it could mean that the volumes are the same, Xeon MP is much lower volume than
>>>>DP (or whatever they call dual socket capable Xeons these >days).
>>>
>>>I was being purposefully vague with that statement, but I really meant CPU shipments.
>>>
>>>My sense is that IPF and Xeon MP shipments are within a factor of 2-3.
>>>
>>>I believe that Xeon MP is around 2M/year, IPF is probably close to 1M.
>>
>>David-Get an account with IDC because you need to check your facts. Based on IDC's
>>latest server tracker data, for Q1-Q3 2008, 40,366 Itanium servers shipped (166,623
>>Itanium CPUs). Clearly a bit off from 1M unless you are accounting for unsold chips
>>and systems. 153,542 4-socket Xeon/EM64T servers (611,469 Xeon/EM64T Chips) shipped
>during same period. Thats 15x delta!
>>
>
>I say you are flat out wrong about processor count.
>
>See slide 12 here:
>
>http://download.microsoft.com/download/3/7/7/3772d75c-bce4-4a1c-977c-2f6bb6ef7fda/IDC_Keynote_Frankfurt_2008.pdf
>
>IDC says the average Itanium system sold for HPC in 2007
>had 7 processors and was priced at $8966 per processor.
>That means 150,000 processors shipped just for HPC and
>HPC was less than a third of IPF sales in 2007. IPF sales
>in each of Q1, Q2, and Q3 2008 were higher YoY according
>to public IDC and HP statements and I doubt system price
>per processor went up *at all* in 2008 let alone by a big
>factor.
>
>Your implied claim of an average of 4.1 processors per
>Itanium system can't pass a basic sniff test.
>
>See slide 9 here:
>
>http://hp-user-society.de/events/itanium/2006/vortraege/itanium_und_integrity_im_rechenzentrum.pdf
>>
>
>The trend over three years is clearly to higher processor
>count in Itanium systems sold. In Q4 2006 the portion of
>revenue represented by 2s and 4s systems had fallen
>below 30% of Itanium sales two years ago.
>
>Also see slide 17 here:
>
>https://www-950.ibm.com/events/wwe/grp/grp010.nsf/vLookupPDFs/%EB%A1%9C%EB%93%9C%EC%87%BC%EB%8C%80%EA%B5%AC_%EA%B0%80%EC%83%81%ED%99%94-%EC%84%9C%EB%B2%84%ED%86%B5%ED%95%A9_081030(%ED%97%88%EC%9A%B1)/$file/%EB%A1%9C%EB%93%9C%EC%87%BC%EB%8C%80%EA%B5%AC_%EA%B0%80%EC%83%81%ED%99%94-%EC%84%9C%EB%B2%84%ED%86%B5%ED%95%A9_081030(%ED%97%88%EC%9A%B1).pdf
>
>IDC says HP shipped about 1200 Superdomes per quarter
>for Unix in 2007. Some of those were PA-RISC - about as
>many as IPF Superdomes shipped with Windows or Linux
>and not counted in those 1200. IDC and HP numbers for
>Q1-Q3 2008 all show higher Itanium sales each quarter
>YoY. It isn't unreasonable that HP sold >4000 Itanium
>Superdomes in Q1-Q3 2008:
>
>http://h71028.www7.hp.com/enterprise/cache/107846-0-0-0-121.html?ERL=true
>>
>
>"December 2008: IDC released a quarterly update to their Worldwide Quarterly Server
>Tracker, citing market share figures for the 3rd calendar quarter of 2008 (3Q08).
>Consider these telling facts:
>
>[..]
>
>Fact 8: HP is the leader in the high-end UNIX market, with a 41.1% revenue share, and a 42.9% units share.
>
>HP was the only major UNIX vendor to grow high-end UNIX revenue and gained 4.6 points revenue share year over year."
>
>
>Your claimed processor numbers are totally incompatible
>with these four linked presentations with IDC numbers
>and public IDC press releases to date.
>
>Feel free to either post a link defending your claim or
>retract it.
>

I'll need to figure out how to do this but I used the data directly from IDC's latest Quarterly Server Tracker data which is the December 2, 2008 release as listed here:
http://www.idctracker.com/AllProducts.jsp?groupid=SRV

For all "EPIC" servers shipped in 2008 this is what IDC shows:
Sum of Units 40,366
Sum of Factory Revenue (USM$) $3,616
Sum of Customer Revenue (USM$) $3,802
Sum of Core Count Shipped 292,161
Sum of Die Count Shipped 166,623

Maybe Die count does not equal CPUs sold??

Also, spreadsheet shows HP shipped 942 x Itanium based SUPERDOMES from Q1-Q3 2008.

I'll need to see where this latest data is located on net.