There are a number of factors at work here: AMD cutting prices while Intel is, well, not; all the spare processing power left over from the dot-com bubble being consumed; server rooms left half-full because the air-con and power supply are at full load already; and a rapidly growing market for dual-processor servers, both rack-mounted and blade.
HP believes, even although AMD is a relevant newcomer in relation to Intel, that buyers are less resistant to change than they were three or even two years ago, and that AMD provides enough of an advantage over Intel to make them at least consider the change. Only time will tell.
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