Tukwila Update - article online

Article: Tukwila Update
By: Phil (phil.delete@this.phil.com), February 6, 2009 7:47 am
Room: Moderated Discussions
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.
< Previous Post in ThreadNext Post in Thread >
TopicPosted ByDate
Tukwila Update - article onlineDavid Kanter2009/02/05 12:03 AM
  Tukwila Update - article onlineDan2009/02/05 03:17 AM
    Tukwila Update - article onlineJoe Chang2009/02/05 09:16 AM
    Tukwila Update - article onlineTemp2009/02/05 09:25 AM
      Tukwila Update - article onlinePaul2009/02/05 12:29 PM
        Tukwila Update - article onlineDavid Kanter2009/02/05 06:32 PM
          Tukwila Update - article onlinePhil2009/02/06 01:24 AM
            Great. Finally hard numbersMichael S2009/02/06 04:46 AM
            Tukwila Update - article onlinelubemark2009/02/06 05:54 AM
              Tukwila Update - article onlinePhil2009/02/06 07:29 AM
                Tukwila Update - article onlineRagingDragon2009/02/07 03:39 PM
                  Tukwila Update - article onlineMichael S2009/02/07 04:09 PM
            Tukwila Update - article onlinesavantu2009/02/06 06:23 AM
              Tukwila Update - article onlineMichael S2009/02/06 07:13 AM
            Tukwila Update - article onlinesomeone2009/02/06 07:18 AM
              Tukwila Update - article onlinePhil2009/02/06 07:47 AM
                Tukwila Update - article onlinesomeone2009/02/06 08:17 AM
                Tukwila Update - article onlineRagingDragon2009/02/07 03:51 PM
              Tukwila Update - article onlineLinus Torvalds2009/02/06 08:37 AM
                Tukwila Update - article onlinesomeone2009/02/06 09:19 AM
                Tukwila Update - article onlinesavantu2009/02/06 10:19 AM
                  Tukwila Update - article onlineLinus Torvalds2009/02/06 10:40 AM
                    Tukwila Update - article onlinesavantu2009/02/06 11:00 AM
              Tukwila Update - article onlinePhil2009/02/09 04:54 AM
                Tukwila Update - article onlineDoug Siebert2009/02/09 10:40 PM
                  Tukwila Update - article onlineJouni Osmala2009/02/10 01:03 AM
                  Tukwila Update - article onlinesomeone2009/02/10 06:15 AM
                Tukwila Update - article onlineslacker2009/02/10 06:22 PM
    Tukwila Update - article onlineMichael S2009/02/05 03:56 PM
    Tukwila Update - article onlineDavid Kanter2009/02/05 04:55 PM
    Tukwila Update - article onlinesomeone2009/02/05 05:47 PM
      Tukwila Update - article onlineanon2009/02/05 10:16 PM
        Tukwila Update - article onlineRagingDragon2009/02/05 10:27 PM
        Tukwila Update - article onlinesomeone2009/02/06 07:32 AM
          Tukwila Update - article onlineanon2009/02/06 09:25 AM
            Tukwila Update - article onlinesomeone2009/02/06 09:40 AM
  POWER6 memory bandwidthMichael S2009/02/05 03:30 AM
    POWER6 memory bandwidthsomeone2009/02/05 07:00 AM
      POWER6 memory bandwidthMichael S2009/02/05 07:36 AM
      POWER6 interconnectconfused2009/02/05 10:50 AM
        POWER6 interconnectfoobar2009/02/05 02:12 PM
    POWER6 memory bandwidthWes Felter2009/02/05 12:57 PM
    POWER6 memory bandwidthJesper Frimann2009/02/09 11:54 PM
      POWER6 memory bandwidthMichael S2009/02/10 07:21 AM
  Why the platform focus?Linus Torvalds2009/02/05 08:40 AM
    Why the platform focus?savantu2009/02/05 08:50 AM
      Why the platform focus?Vincent Diepeveen2009/02/05 09:29 AM
        Why the platform focus?savantu2009/02/05 10:34 PM
          Why the platform focus?Vincent Diepeveen2009/02/05 11:09 PM
          Why the platform focus?Phil2009/02/06 01:10 AM
            Why the platform focus?savantu2009/02/06 01:50 AM
              Why the platform focus?Phil2009/02/06 07:09 AM
                Why the platform focus?savantu2009/02/06 10:08 AM
                Why the platform focus?someone2009/02/06 10:21 AM
                  Why the platform focus?mpx2009/02/06 02:04 PM
                    Why the platform focus?someone2009/02/06 02:16 PM
                Why the platform focus?RagingDragon2009/02/07 04:16 PM
                Why the platform focus?mas2009/02/25 08:28 AM
              itanium bigger than entire car industryVincent Diepeveen2009/02/06 07:12 AM
                itanium bigger than entire car industryDevon Welles2009/02/06 07:51 AM
                  itanium bigger than entire car industryVincent Diepeveen2009/02/06 10:41 AM
                  itanium bigger than entire car industryDean Kent2009/02/06 07:56 PM
                    Unit sales is meaningless when ASP grows fastersomeone2009/02/07 09:38 AM
                      Unit sales is meaningless when ASP grows fasterDean Kent2009/02/07 03:10 PM
                        Unit sales is meaningless when ASP grows fasterRagingDragon2009/02/07 04:34 PM
                    itanium bigger than entire car industryVincent Diepeveen2009/02/08 05:35 AM
                itanium bigger than entire car industryRagingDragon2009/02/07 04:40 PM
            Why the platform focus?Vincent Diepeveen2009/02/06 07:47 AM
      Yes it doesm performance mattersbob2009/02/05 10:51 AM
        Yes it doesm performance mattersVenki2009/02/05 11:06 AM
      Why the platform focus?Doug Siebert2009/02/06 01:07 AM
        Why the platform focus?savantu2009/02/06 02:00 AM
    Why the platform focus?someone2009/02/05 10:49 AM
      Why the platform focus?Linus Torvalds2009/02/05 12:03 PM
        Why the platform focus?Default2009/02/05 01:29 PM
          Why the platform focus?anon2009/02/05 02:08 PM
        Why the platform focus?someone2009/02/05 02:24 PM
          Why the platform focus?Linus Torvalds2009/02/05 03:30 PM
    Why the platform focus?Paradox2009/02/05 11:22 AM
    Why the platform focus?slacker2009/02/05 01:41 PM
      Why the platform focus?RagingDragon2009/02/05 10:57 PM
      Why the platform focus?Michael S2009/02/06 06:11 AM
        Why the platform focus?slacker2009/02/06 01:58 PM
          Why the platform focus?Michael S2009/02/08 02:24 AM
            Why the platform focus?someone2009/02/08 09:38 AM
              Why the platform focus?David Kanter2009/02/08 04:27 PM
                Why the platform focus?someone2009/02/08 07:26 PM
                  Why the platform focus?savantu2009/02/09 12:35 AM
          Why the platform focus?someone2009/02/08 09:53 AM
    All x86 SpecInt scores are useless due to autopar (NT)Michael S2009/02/05 03:15 PM
      Auto parallelizationDavid Kanter2009/02/05 06:17 PM
      All x86 SpecInt scores are useless due to autopar (NT)Paradox2009/02/06 08:47 AM
    Why the platform focus?David Kanter2009/02/05 04:49 PM
    Why the platform focus?David Kanter2009/02/06 01:09 AM
      Why the platform focus?Linus Torvalds2009/02/06 08:14 AM
        Why the platform focus?savantu2009/02/06 10:37 AM
          Why the platform focus?Linus Torvalds2009/02/06 12:49 PM
            Why the platform focus?Linus Torvalds2009/02/06 01:09 PM
            Intel puts its money where its mouth issomeone2009/02/06 02:08 PM
              Intel puts its money where its mouth isRagingDragon2009/02/07 06:01 PM
                Intel puts its money where its mouth issomeone2009/02/08 02:24 PM
                  mission-criticalMichael S2009/02/08 05:06 PM
                    mission-criticalmpx2009/02/09 02:30 AM
                      mission-criticalrwessel2009/02/09 03:23 PM
                    mission-criticalanon2009/02/09 03:55 AM
                    mission-criticalEduardoS2009/02/09 05:17 PM
                      mission-criticalDean Kent2009/02/09 08:11 PM
                        mission-criticalMichael S2009/02/10 05:20 AM
                          mission-criticalDean Kent2009/02/10 07:26 AM
                            mission-criticalMichael S2009/02/10 08:01 AM
                              mission-criticalDean Kent2009/02/10 01:36 PM
                            mission-criticalsomeone2009/02/10 09:05 AM
                              mission-criticalDean Kent2009/02/10 01:22 PM
                                mission-criticalZt2009/02/22 04:54 PM
                          mission-criticalanon2009/02/10 10:41 PM
                        mission-criticalEduardoS2009/02/10 01:46 PM
                          mission-criticalDean Kent2009/02/10 02:31 PM
                        mission-criticalslacker2009/02/10 07:30 PM
                    mission-criticalVincent Diepeveen2009/02/18 07:20 AM
                  Mission criticalmpx2009/02/09 01:00 AM
            Why the platform focus?savantu2009/02/07 01:15 AM
              Sun and x86 server differentiationDavid Kanter2009/02/07 01:34 AM
                Sun and x86 server differentiationmax2009/02/07 03:30 AM
                Sun and x86 server differentiationsomeone2009/02/07 10:19 AM
                  Sun and x86 server differentiationLinus Torvalds2009/02/07 10:44 AM
                Sun and x86 server differentiationRagingDragon2009/02/07 06:09 PM
                  Sun and x86 server differentiationMichael S2009/02/08 05:05 AM
                    Sun and x86 server differentiationRagingDragon2009/02/10 12:03 AM
                    Sun and x86 server differentiationJesper Frimann2009/02/10 12:51 AM
                      Sun and x86 server differentiationAlex Jones2009/02/10 01:43 PM
            Why the platform focus?bob2009/02/08 04:51 AM
              Why the platform focus?someone2009/02/08 09:23 AM
          missing the big pictureAM2009/02/18 06:43 AM
            missing the big pictureMichael S2009/02/18 08:42 AM
              missing the big pictureAM2009/02/18 09:03 AM
        Why the platform focus?mpx2009/02/06 12:47 PM
          Itanium - slowest and most obsolete server CPU family in the world, NOW.mpx2009/02/06 04:48 PM
            Itanium - slowest and most obsolete server CPU family in the world, NOW.Paul2009/02/07 02:56 PM
              z series?Michael S2009/02/07 03:12 PM
              Itanium - slowest and most obsolete server CPU family in the world, NOW.someone else2009/02/24 04:37 AM
                Itanium - slowest and most obsolete server CPU family in the world, NOW.EduardoS2009/02/24 06:55 AM
                  Itanium - slowest and most obsolete server CPU family in the world, NOW.someone else2009/02/25 01:55 AM
                    Itanium - slowest and most obsolete server CPU family in the world, NOW.Michael S2009/02/25 02:27 AM
          Why the platform focus?RagingDragon2009/02/07 06:18 PM
            Why the platform focus?Paul2009/02/08 01:10 PM
              Why the platform focus?Jukka Larja2009/02/08 11:04 PM
        Why the platform focus?slacker2009/02/06 02:10 PM
          Why the platform focus?Linus Torvalds2009/02/06 02:40 PM
            Why the platform focus?savantu2009/02/06 02:51 PM
            Why the platform focus?someone2009/02/06 02:58 PM
              Why the platform focus?Linus Torvalds2009/02/07 09:26 AM
                Why the platform focus?someone2009/02/07 10:10 AM
                  Why the platform focus?Linus Torvalds2009/02/07 10:40 AM
                    Why the platform focus?someone2009/02/07 12:24 PM
                      Why the platform focus?Doug Siebert2009/02/08 12:32 AM
                        Why the platform focus?max2009/02/08 04:57 AM
                          Why the platform focus?Michael S2009/02/08 05:20 AM
                        Why the platform focus?someone2009/02/08 09:15 AM
                          Why the platform focus?Doug Siebert2009/02/08 11:36 PM
                      Why the platform focus?hobold2009/02/09 05:49 AM
                Why the platform focus?anon2009/02/24 01:57 AM
                  Why the platform focus?Linus Torvalds2009/02/24 09:45 AM
                    Why the platform focus?savantu2009/02/24 12:30 PM
                      Why the platform focus?slacker2009/02/24 01:51 PM
                        Why the platform focus?savantu2009/02/25 12:04 AM
                          Why the platform focus?Michael S2009/02/25 02:34 AM
                          Why the platform focus?anon2009/02/25 10:17 AM
                      Why the platform focus?max2009/02/25 11:15 AM
                    Why the platform focus?someone2009/02/24 05:43 PM
                      Why the platform focus?Doug Siebert2009/02/24 08:26 PM
                        Why the platform focus?Howard Chu2009/02/25 03:07 AM
                          Why the platform focus?someone2009/02/25 06:48 AM
                        Why the platform focus?someone2009/02/25 06:41 AM
                          Why the platform focus?Linus Torvalds2009/02/25 09:17 AM
                            Why the platform focus?someone2009/02/25 09:55 AM
                              has anyone seen Tukwila silicon?anon2009/02/25 10:38 AM
                              Why the platform focus?Linus Torvalds2009/02/25 11:05 AM
                                Why the platform focus?slacker2009/02/25 01:11 PM
                                Why the platform focus?a reader2009/02/26 09:11 PM
                                  Why the platform focus?rcf2009/02/27 01:32 PM
                                    Why the platform focus?max2009/02/27 02:11 PM
                                      Why the platform focus?rcf2009/02/27 03:50 PM
                            Why the platform focus?Vincent Diepeveen2009/02/25 04:30 PM
                            $40M sale to $16M companybob2009/02/25 08:25 PM
                              $40M sale to $16M companyRichard Cownie2009/02/26 12:21 PM
                  Why the platform focus?anonymous2009/02/24 11:52 AM
                    Why the platform focus?savantu2009/02/24 12:20 PM
                      Why the platform focus?anonymous2009/02/24 03:31 PM
                        Why the platform focus?savantu2009/02/25 12:05 AM
                        Why the platform focus?someone else2009/02/25 01:04 AM
                          Why the platform focus?Michael S2009/02/25 01:42 AM
                            Put me down for $500 that Poulson doesn't arrive earlier than Q4/2011 (NT)slacker2009/02/25 12:39 PM
                        Why the platform focus?someone2009/02/25 06:54 AM
                          Why the platform focus?anonymous2009/02/25 09:46 AM
                            Why the platform focus?someone2009/02/25 10:22 AM
                            Why the platform focus?anon2009/02/25 11:01 AM
                              Why the platform focus?anonymous2009/02/25 11:54 AM
                  Why the platform focus?mpx2009/02/24 02:11 PM
                    Why the platform focus?anon2009/02/24 08:57 PM
                      Why the platform focus?Doug Siebert2009/02/24 10:04 PM
                        Why the platform focus?anon2009/02/24 10:46 PM
                          Why the platform focus?Doug Siebert2009/02/25 05:13 PM
                            Why the platform focus?anon2009/02/25 08:53 PM
                              Why the platform focus?bob2009/02/25 09:00 PM
                                Please try to keep up (NT)anon2009/02/25 09:49 PM
                              Why the platform focus?Doug Siebert2009/02/26 12:09 AM
                                Why the platform focus?anon2009/02/26 01:12 AM
                                Why the platform focus?Michael S2009/02/26 02:16 AM
                                  Why the platform focus?James2009/02/26 06:09 AM
                                    sufficiently intimate with the OSMichael S2009/02/26 06:29 AM
                                      sufficiently intimate with the OSanon2009/02/27 01:01 AM
                                      sufficiently intimate with the OSHoward Chu2009/02/27 01:37 AM
                      Why the platform focus?Michael S2009/02/25 02:02 AM
                        Why the platform focus?anon2009/02/25 03:07 AM
              Why the platform focus?anon2009/02/07 01:18 PM
                Why the platform focus?Vincent Diepeveen2009/02/08 10:16 AM
                Why the platform focus?anon2009/02/25 07:40 AM
                  Intels financial statusVincent Diepeveen2009/02/25 12:02 PM
                Why the platform focus?someone2009/02/25 07:54 AM
      Why the platform focus?Vincent Diepeveen2009/02/06 08:20 AM
        Why the platform focus?Default2009/02/06 09:57 AM
          Why the platform focus?Vincent Diepeveen2009/02/06 10:59 AM
          Why the platform focus?RagingDragon2009/02/07 06:43 PM
  Tukwila Update - article onlineVincent Diepeveen2009/02/05 09:11 AM
Reply to this Topic
Name:
Email:
Topic:
Body: No Text
How do you spell tangerine? 🍊